Assess a life fund?
Posted: December 3rd, 2021, 1:55 am
Can anyone help with how to get information (comparative data, performance figures, ratings etc) on an insurance / life fund.
I have a (Norwhich Union , now Aviva) life insurance policy taken out 40 years ago, and receives annual premiums. Recently, more information has come available about the policy. It seems the underlying investment fund is:
Aviva MF Mixed Investment 40-85% Shares NU Life Fund
ISIN GB0006497266
The only source (by Googling for the ISIN) I can find is ft.com (below)
https://markets.ft.com/data/funds/tearsheet/summary?s=GB0006497266:GBP
I’d be happier if I had a few more sites and information to refer to before making further decisions about the rights and wrongs of the fund, and deciding whether to move or not . I am going to talk to Aviva to see what my options are for the underlying fund.
I suspect when the policy was taken out 40 years ago, there was just a default life fund for that type of policy, and no-one looked any further, but I think I should probably kick the tyres on the underlying fund now and see if it’s fit for purpose.
TIA
I have a (Norwhich Union , now Aviva) life insurance policy taken out 40 years ago, and receives annual premiums. Recently, more information has come available about the policy. It seems the underlying investment fund is:
Aviva MF Mixed Investment 40-85% Shares NU Life Fund
ISIN GB0006497266
The only source (by Googling for the ISIN) I can find is ft.com (below)
https://markets.ft.com/data/funds/tearsheet/summary?s=GB0006497266:GBP
I’d be happier if I had a few more sites and information to refer to before making further decisions about the rights and wrongs of the fund, and deciding whether to move or not . I am going to talk to Aviva to see what my options are for the underlying fund.
I suspect when the policy was taken out 40 years ago, there was just a default life fund for that type of policy, and no-one looked any further, but I think I should probably kick the tyres on the underlying fund now and see if it’s fit for purpose.
TIA