Dean Wetton Advisory Aviva preferred funds
The preferred fund service is designed to help those members who would like to take an active role in selecting their pension investment funds, but find the full Aviva range too large to be able to analyse themselves.
Welcome to the Dean Wetton Advisory preferred fund listings service for your Aviva group personal pension plan.
This range of funds has been selected from the entire Aviva range by Dean Wetton Advisory. Dean Wetton Advisory is an independent investment consultancy providing investment advice to pension schemes, insurers, charities and asset managers. Their services cover a wide range of advice from providing asset allocation and manager research and fund selection services to providing asset managers with strategic and product strategy advice.
Their remit is to select a range of funds across the major sectors and asset classes which they expect to be suitable as core holdings for a long term pension investor. Where more than one fund is selected in a sector the aim is for the funds to be complementary.
When Dean Wetton Advisory’s view of a particular fund within the preferred fund service changes this will be updated through this website and if you ensure your contact details are kept up to date with NFP we will also make contact with you when Dean Wetton Advisory’s view of a fund you invest in changes. However, it will be your responsibility to monitor the performance of the funds you have invested in and to make any relevant changes to your Aviva (Ex Friends Life) group personal pension plan.
Although Dean Wetton Advisory have taken time and care to select these funds this does not imply they will be the best performing funds available.
This service is designed to help those members looking to make their own investment choices, but a fund being selected for this service does not constitute a recommendation that you should invest in it. Please bear in mind that investments can go down as well as up.
List of funds
Active self-select recommendations
Fund Name |
Sector |
Comments |
Fact Sheet |
|---|---|---|---|
Aviva Pension BlackRock UK S6 |
UK Equity |
The fund aims to achieve long-term capital growth on your investment. The Fund invests primarily in the shares of larger companies incorporated or listed on a stock exchange in the United Kingdom. |
|
Aviva Pension BlackRock UK Smaller Cos S6 |
Small Cap |
The Fund invests primarily in the shares of smaller companies incorporated or listed in the UK which are considered to have above-average growth prospects. |
|
Aviva Pension BNY Mellon Long-Term Global Equity S6. |
Global Equity |
The fund aims to achieve long-term absolute return through investing primarily in quality global growth stocks. |
|
Aviva Pension BNY Mellon Real Return |
Multi Asset |
Aviva have demonstrated significant commitment to multi-asset investing by hiring (amongst others) the head of the Standard Life GARS team to lead this product. Alternatively the longstanding Newton Real Return fund offers a well-established, lower cost choice. |
|
Aviva Pension JPM Emerging Markets S6 |
Emerging Market Equity |
JP Morgan, as a superior global asset manager, has well-established emerging markets equity teams with a time-honoured, long term growth process. We consider they can handle scale better than many peers. |
|
Aviva Pension Lion Trust Sustainable Future Global Growth S2 |
Ethical |
Provides the investor with an actively-managed strategy with an ethical objective. This fund has been relatively unaffected by the headlines that have hit the Alliance Trust Investment Trust, as the fund continues to be managed by two longstanding team members. |
|
Aviva Pension M&G Corporate Bond S6 |
Broad Bonds |
This plain-vanilla corporate-bond strategy, usually invests more than 90% in investment-grade bonds but can have up to 10% and 20% in high-yield and government bonds, respectively. |
|
Aviva Pension Multi-Strategy Target Return S6 |
Multi Asset |
Aviva have demonstrated significant commitment to multi-asset investing by hiring (amongst others) the head of the Standard Life GARS team to lead this product. Alternatively, the longstanding Newton Real Return fund offers a well-established, lower cost choice. |
Passive self-select recommendations
Fund Name |
Sector |
Comments |
Fact Sheet |
|---|---|---|---|
Aviva Pension BlackRock Consensus S6 |
Multi Asset |
Provides the investor with a cost-effective pension product that reflects the consensus view of how other investors are investing. BlackRock are a world leader in passive investment. |
|
Aviva Pension BlackRock Emerging Markets Index Tracker S6 |
Emerging Market Equity |
Provides the investor with cost-effective exposure to a broad basket of emerging market equities. BlackRock are a world leader in passive investment. Underlying fund is iShares Emerging Markets Equity Index Fund (UK) ACCU |
|
Aviva Pension BlackRock UK Equity Index Tracker S6 |
UK Equity |
Provides the investor with cost-effective exposure to a broad basket of London-listed equities. BlackRock are a world leader in passive investment. |
|
Aviva Pension BlackRock World (ex-UK) Equity Index S6 |
Global Equity |
Provides the investor with cost-effective exposure to a broad basket of global equities. BlackRock are a world leader in passive investment |
|
Aviva Pension HSBC Islamic Global Equity Index S6 |
Islamic |
Provides the investor with cost-effective exposure to a broad basket of global equities selected subject to criteria specified by the HSBC Shariah Committee. |
Last updated: 02/07/2024 - Last reviewed: 02/07/2024
Information
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The preferred investment funds listings information contained within this website has been delivered by NFP in partnership with Dean Wetton Advisory and Aviva.
The content of this website is provided for information and guidance only and therefore does not represent investment advice nor should it be construed as such. The content should not be viewed as financial advice, but is intended to provide an overview of possible considerations or options.
It is important for you to appreciate that the selection of investment fund(s) included on preferred listings may not necessarily be the best long term solution to meet your personal needs and as such this is not a recommendation that this is the most suitable option for you to choose. Clearly this option will not have taken account of your personal circumstances, needs and objectives, as well as your individual experience of investments and your attitude to risk.
Please note that past investment performance is not a guide to future investment performance. Potential for profit is accompanied by the possibility of loss. The value of investment funds and the income from them may go down as well as up and investors may not get back the original amount invested.
NFP Benefit Consultants Limited is authorised and regulated by the Financial Conduct Authority. Registration number: 518520. Registered office: 14 Caroline Point, 62 Caroline Street, Birmingham, B3 1UF. Registered in England and Wales No: 06532473
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If you are in any doubt as to how the content of this website impacts upon your own situation or circumstances you should seek financial advice.
The Financial Conduct Authority does not regulate some forms of auto-enrolment, some pension communications and some pension governance.
Neither Johnson Fleming or NFP are authorised as tax advisers, employment law specialists or advisers to pension scheme trustees.
NFP Benefit Consultants Limited is authorised and regulated by the Financial Conduct Authority. Registration number: 518520. Registered office: 14 Caroline Point, 62 Caroline Street, Birmingham, B3 1UF. Registered in England and Wales No: 06532473.
If you are in any doubt as to how the content of this website impacts upon your own situation or circumstances you should seek financial advice.
The Financial Conduct Authority does not regulate some forms of auto-enrolment, some pension communications and some pension governance.
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