New fund guide, understanding our risk ratings sales aid and understanding securities lending sales aid -Monthly Investment Report

New fund guide, understanding our risk ratings sales aid and understanding securities lending sales aid

We have changed how we risk rate our funds. Our funds risk ratings are now broadly in line with guidelines recommended by the European Securities and Markets Authority (ESMA). The ratings are based on a scale of 1 to 7 with 1 being the lowest and 7 the highest.

Click here to download out Financial Broker Guide - Understanding our Risk Ratings sales aid
Click here to download our new Customer Fund Guide
Click here to download our Understanding Securities Lending sales aid

Our fund factsheets, daily performance scorecard and our fund range page in the funds section of www.avivabroker.ie have also been updated. These risk ratings will be updated quarterly going forward.

“The information outlined in this email is the opinion of the author and is not intended for use when reviewing the appropriateness of a particular investment or pension products to an individual’s financial needs and circumstances.”

Warning: These funds may be affected by changes in currency exchange rates.

Warning: Past performance is not a reliable guide to future performance.

Warning: The value of your investment may go down as well as up.

Warning: If you invest in these funds you may lose some or all the money you invest.

Warning: A deferral period may apply to withdrawals and/or switches from certain funds. Please refer to your product documentation for further details.

avivabroker.ie | May 2014

Aviva Life & Pensions Ireland Limited. A private company limited by shares. Registered in Ireland No. 252737 Registered Office One Park Place, Hatch Street, Dublin 2. Aviva Life & Pensions Ireland Limited is regulated by the Central Bank of Ireland. Telephone calls may be recorded for quality assurance purpose.
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