• Peter Fitzgerald, CFA, Head of Multi Assets, Aviva Investors, Co-fund manager AIMS Target Return Fund and Target Income Fund
• Brendan Walsh, PhD, PRM, Multi Asset Fund Manager & Co-Fund Manager. AIMS Target Income Fund Aviva Investors
• Trevor Leydon, MSc, CCR, Head of Investment Risk and Portfolio Construction, Aviva Investors

For telephone participants dial in 5-10 minutes prior to the start time using the number and confirmation code - telephone: 01 - 4860914, confirmation code: 6435756

We've applied for 1 hour CPD for this event.

Aviva's AIMS Target Return Fund is shortlisted for the Pensions Innovation Award. 

At Aviva we believe in providing solutions that give customers what they really need from their investments.  In October 2014 we launched the AIMS Target Return Fund. Targeting a return of 5% above the ECB base rate (before charges and tax) over any three year period with the aim of being half as volatile as global equities over the same period, this fund aims to provide more certainty over the potential level of return pension customers will experience from their investments. To date the fund has more than delivered on its targets.  Since launch, the fund has delivered a gross return of 7.6% for Irish investors with a third of the volatility of global equities (Source: MoneyMate Longboat Analytics, performance from 22 October 2014 -  22 October 2015, gross of fees and tax).

Commenting on the shortlisting, Gary Marshall, Managing Director of Aviva Life & Pensions Ireland said:

“We're delighted to be shortlisted for the Pensions Innovation Award. By listening to our customers' aspirations and understanding the challenges they face, we aim to offer funds that focus on delivering the outcomes they need. We launched the AIMS Target Return Fund as we believe it offers our customers more certainty for their investments in an uncertain world.  This fund has struck a cord with Irish brokers and customers alike gathering assets of over €127 million in its first year."


The Irish Pensions Awards, which are celebrating their 4th year have experienced the highest number of entries on record, making it an even greater achievement to be shortlisted this year. The winners will be determined by an independent judging panel and will be announced on 25 November 2015 at a black tie gala dinner and ceremony at the exclusive 5 * Shelbourne Hotel, Dublin.

This is an important time of year for your customers who are reviewing their pension plans. Make those conversations even more compelling by giving your customers access to great funds at discounted rates for Pension Season 2015 and beyond. 

For your customers investing lump sums of €15,000 or more into Horizon Plan, they can now benefit from a 0.1% reduction in the annual fund charge (AFC) - meaning they can invest in our funds, including the AIMS Target Return Fund or our range of Multi Asset Fund (MAFs), at an even more competitive rate. A snapshot of what we're offering is below but for full details and the terms and conditions applying to the special offer please click here.

If you need any more information on this special offer, please contact your Broker Consultant who will be more than delighted to fill you in.

Despite global growth scares and emerging market woes, the outlook for the global economy and risk assets is promising, says Stewart Robertson.

Key points from Aviva Investors' latest market outlook:

• Global recovery looks secure despite slowing Chinese economy and other emerging-market fears
• Heightened volatility to persist as US Federal Reserve defers expected rate hike
• A US rate rise is justified, though rates are set to stay historically low for many years
• Upbeat prospects for risk assets, especially continental European and Japanese shares, with bond yields still unattractive

Monthly updates:

• AIMS Target Return monthly report
• MAF monthly report
• Irish Property monthly report
• UK Property monthly report
• High Yield Equity monthly report
• Other monthly reports

Popular fund factsheets:

• Cautious Multi Asset Fund factsheet
• Strategic Multi Asset Fund factsheet
• Dynamic Multi Asset Fund factsheet
• Merrion Multi Asset 70 Fund factsheet
• Irish Property Fund factsheet
• UK Property Fund factsheet
• High Yield Fund factsheet

Popular downloads:

• Fund guide
• Net fund guide
• AIMS customer brochure
• MAF customer brochure
• Daily fund performance

As per our previous communication, in December 2015, we will be closing some of our existing net funds and switching customers into comparative funds. We will be writing to all affected policyholders over the coming weeks.  A list of closing funds and their comparative funds is available on www.avivabroker.ie along with the net fund customer brochure.

Some key points:

1. Customers fund management charges will remain the same whichever fund they are moved to
2. There will obviously be no switching charges
3. The investment strategy of the new fund will be comparable with that of the fund being closed
4. The risk rating of the new fund will be no higher than that of the fund being closed.

If you have any questions, please contact your broker consultant or the Broker Service Centre on 1890 202 434 or bsc@aviva.com