Aviva Life Ethical Distribution AL/PSB/MLC

SRI Style:

Ethical Style

SDR Labelling:

Product:

Life

Fund Region:

Fund Asset Type:

Multi Asset

Launch Date:

01/05/2008

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£20.41m

(as at: 31/12/2025)

ISIN:

GB0031777419

Primary fund last amended:

Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

The fund aims to achieve income and capital growth over a period of 5 years or more. The fund invests in a mix of shares in UK listed companies and UK Government Bonds in accordance with its ethical screening criteria. The fund's typical asset mix would range between 50-60% investment in shares and 40-50% in UK Government bonds and cash. The manager reserves the right to invest some element of the portfolio in other geographical areas. The fund may also invest, at the manager’s discretion, in transferable securities, derivatives, cash, deposits, units in collective investment schemes and money market instruments. Use may be made of borrowing, cash holdings, hedging and other permitted investment techniques. The fund may use derivatives for investment purposes as well as for efficient portfolio management.

(Source: Fund factsheet, as at January 2026)

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Fund factsheet

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Aviva Life Ethical Distribution AL/PSB/MLC	Ethical Style	-	Life	UK	Multi Asset	01/05/2008
					Fund/Portfolio Size: £20.41m (as at: 31/12/2025) ISIN: GB0031777419
Information received directly from Fund Manager
Please select what you would like to read: Sustainable, Responsible &/or ESG Policy: The fund aims to achieve income and capital growth over a period of 5 years or more. The fund invests in a mix of shares in UK listed companies and UK Government Bonds in accordance with its ethical screening criteria. The fund's typical asset mix would range between 50-60% investment in shares and 40-50% in UK Government bonds and cash. The manager reserves the right to invest some element of the portfolio in other geographical areas. The fund may also invest, at the manager’s discretion, in transferable securities, derivatives, cash, deposits, units in collective investment schemes and money market instruments. Use may be made of borrowing, cash holdings, hedging and other permitted investment techniques. The fund may use derivatives for investment purposes as well as for efficient portfolio management. (Source: Fund factsheet, as at January 2026) Literature Fund factsheet