Aviva Pensions With Profits fund: no new investment
Posted: September 16th, 2022, 2:44 pm
Just had a letter from Aviva advising about a change to one of the funds in my Aviva pension plan - the Aviva Life & Pensions New & Old With-Profits Sub-Funds shown as Av With-Profit 2 S2 in the plan documents - and they have decided to stop accepting new investments into this fund from 1 January 2023.
Not too fussed as it's a small part, and got a decent bonus attached to it, for the moment. I put money into it 20+ years ago, but haven't put money into that fund recently. Have had in mind to switch out for a little while anyway, but mindful of any MVA.
Just posting in here case it's of use to anyone else.
ISIN GB0030517592
Fund factsheet: http://www.fundslibrary.co.uk/fundslibrary.dataretrieval/documents.aspx?user=Aviva_lifecust&type=packet_lp_fund_unit_doc_factsheet&Sedol=3051759
FT: https://markets.ft.com/data/funds/tearsheet/summary?s=GB0030517592:GBP
Trustnet: https://www.trustnet.com/factsheets/p/cu73/aviva-with-profit-pn-2
Not too fussed as it's a small part, and got a decent bonus attached to it, for the moment. I put money into it 20+ years ago, but haven't put money into that fund recently. Have had in mind to switch out for a little while anyway, but mindful of any MVA.
Just posting in here case it's of use to anyone else.
ISIN GB0030517592
Fund factsheet: http://www.fundslibrary.co.uk/fundslibrary.dataretrieval/documents.aspx?user=Aviva_lifecust&type=packet_lp_fund_unit_doc_factsheet&Sedol=3051759
FT: https://markets.ft.com/data/funds/tearsheet/summary?s=GB0030517592:GBP
Trustnet: https://www.trustnet.com/factsheets/p/cu73/aviva-with-profit-pn-2