Investments

Whether it’s nesting or investing, these funds suit a range of clients…

Aviva’s Pre Select investment funds can suit a range of clients. Our fund managers are sector specialists. So you can diversify investment styles and keep investments regularly re-balanced to make it easier to manage.

With Aviva’s Pre Select you can enjoy:

• a rounded mix of active, enhanced index and index managed funds
• a strategic level of currency hedging within each fund
• regular ongoing monitoring and review of each fund and related fund managers

A range of funds

Pre Select investing involves investing with a number of different investment managers, rather than investing with one or a number of single investment manager portfolios.

There are a number of Pre Select funds that have been carefully designed to suit different investment needs.

Investment process

The Pre Select investment process recognises that diversification and management of the overall investment strategy are integral to successful investing. In line with the Pre Select funds' objectives and strategy, the Pre Select investment process allocates and rebalances assets to the target asset allocation diversifying your investment
across:

• asset classes across the diversified funds 
• investment managers 
• investment management styles 

Capital protected funds

Whether it’s protecting hard-earned superannuation or investments from sliding backwards, you can help secure your client’s future with minimum stress. Aviva’s two new funds offer 100%+ capital protection making it ideal for retirees and pre-retirees as well as many other clients.

Key Features
Lock
Lock the protected amount automatically at the highest price at month-end. Clients can enjoy 100%+ capital protection if they remain invested until the fund's maturity date

Save
It costs as little as $1 per day per $100,000 invested to protect your client’s investments*

Invest
Not only are there are a range of investment and administration options at your fingertips but investment performance is not capped**

Unlock
Funds can be accessed at all times, so it’s easy for clients to access them when it suits them^

Your financial adviser can assist you in assessing the risk profile and investment goals.

* Based on the current cost of protection for the Pre Select Cap. Protected Growth (2) Fund. Other fees and costs apply. See the relevant Product Disclosure Statement (PDS) for further details.
** If the method of capital protection dictates a relatively high allocation towards cash deposits the performance potential may be adversely impacted.
^ Subject to withdrawal conditions and fees as specified in the relevant PDS. Funds withdrawn prior to the maturity date will not receive the benefit of capital protection.

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