Frequently asked questions
This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.
What funds qualify for the Investment Booster, Retirement Booster and Healthy Living Discount?
The Healthy Living Discount is available on both Vitality funds and third-party funds, meaning all your clients can enjoy this benefit, irrespective of how they invest. This lets you build model portfolios using your preferred funds and still offer even better value to your clients.
The Investment Booster and Retirement Booster only applies to plans with Healthy Fee Saver and Boosters. Series F Vitality funds are not available through plans with Healthy Fee Saver and Boosters and so these funds are not eligible for the Investment Booster or Retirement Booster. Please note that the Cash Account is not an eligible fund for the Investment Booster or Retirement Booster.
Where can I find information about the funds, including past performance?
Which industry related websites can I see the VitalityInvest proposition on?
Who are your investment partners?
What is the difference with Series F Vitality funds and Series B Vitality funds?
Where to next?
Five multi-asset funds that bring together actively managed and index-tracking strategies.
Global Multi-Manager Funds
Five multi-manager funds offered in partnership with SEI Investments (SEI), one of the world's largest manager-of-managers.
Risk Optimiser Funds
A range of five low-cost, multi-asset risk-targeted funds, each carefully managed to optimise long-term returns, while remaining within their respective target risk profile.
“Vanguard” is a trade mark of The Vanguard Group, Inc., and has been licensed for use by Vitality Life Limited.
1. Dynamic Planner June, 2021.
2. Vanguard, 30 June 2021.