Investment Suitability Tool
This tool is designed to help you understand how much risk you are prepared to accept when making an investment decision. It is not trying to place you, as a person, in a particular risk category, but rather guide you on the amount of risk you might want to take if you are looking at a specific investment decision. It also aims to help you understand how an investment matched to this level of risk might behave.
It is important to be aware that there are a number of different ways to look at assessing appetite for risk and it is not an exact science. This tool does not take into account all your personal circumstances and therefore the calculations may not be appropriate to your personal circumstances. You should not rely solely on this tool to make an investment decision. In all cases we recommend that you consult a Financial Broker or Advisor who will conduct a full financial review and fact-find with you and advise you accordingly.
This tool is for new investments and contains our Series 1 funds which are suitable for the following products: Personal Pensions, Executive Pensions, Personal Retirement Bonds, Approved (Minimum) Retirement Funds, Investment Bonds and Savings Plan. My Future funds are only available for investment as part of an Executive Pension Plan, Personal Pension and Retirement Bond and if selected 100% of your premium must be invested in My Future.
The factsheets are all gross factsheets and the performance figures that apply are before any product or fund charges. The return shown is on an investment in the specified fund and not the premiums paid under a policy. The returns on policies linked to the specified fund will be lower because of the effects of initial charges and the annual management charge.
The calculations provided by the Aviva Investment Suitability Tool are for general illustration purposes only, based on the limited inputs you have given and assumptions built into the tool. Although Aviva endeavours to ensure that this 'Investment Suitability Tool' is accurate, we cannot guarantee it is free of errors or suitable for any user's intended purposes. To the extent permitted by law, under no circumstances will Aviva be liable for any investment loss or damage caused by a user's reliance on information obtained by using this calculator.