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Investment overview
The table below shows the investment performance (after deduction of fees) of the individual funds available to members in the 12 months to 30 June 2019. Depending on when you joined the Scheme and how your contributions are invested, the performance of your funds may differ. You can access information about your account by visiting your personal record with Aviva.
In May 2019 there was a further reduction in the management charge to members. The new Annual Management Charge (AMC) for each fund is included in the table.
| Fund performance of the benchmark index – 30 June 2019 | Fund performance – 30 June 2019 | Difference between fund performance and the benchmark | Annual Management charge 30 June 2019 | |
| Growth funds | ||||
| Emerging Markets Equity Fund | 4.99% | 5.13% | 0.14% | 0.47% |
| Global Equity Fund | 8.04% | 8.10% | 0.06% | 0.25% |
| Stewardship Fund | 0.57% | 5.46% | 4.89% | 0.30% |
| Diversified Growth Fund | 8.83% | 7.07% | -1.76% | 0.38% |
| Shariah Fund | 14.91% | 13.91% | -1.00% | 0.52% |
| Approaching retirement funds | ||||
| Target Increasing Annuity | 9.48% | 9.19% | -0.29% | 0.22% |
| Target Level Annuity | 6.01% | 7.08% | 1.07% | 0.30% |
| Money Market Fund | 0.56% | 0.49% | -0.07% | 0.22% |
Target Lifestyle funds (such as Target Lump Sum) are constructed using a combination of the above funds, so the charges will differ depending on your age and where your money is invested.
Further investment guidance and fund factsheets are available in the document library.
You can also find full details of all investment charges and costs on the dedicated website.
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