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Introducing the
EnVIRO fund range.

Helping clients invest in a more sustainable future.

Watch our launch event video Log into Adviser Hub

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.

Get back up to 100% of Year 1 fund charges on investments into our EnVIRO fund range.

Offer ends 30 Sept 2021.  Find out more

Explore our new range of five ready-made ESG focused funds.

The EnVIRO fund range is our range of Environmental, Social and Governance (ESG) focused funds that enables you to seamlessly integrate ESG into your existing advice process, while offering your clients a simple way to invest in a more sustainable future.

Each of the funds within the EnVIRO range is built using underlying index-tracking funds and is designed to optimise long-term returns while focusing on sustainable outcomes. With Dynamic Planner Gold Standard risk ratings, the funds can cater for a wide variety of risk profiles. This gives you certainty that the asset allocation is in line with your clients’ preferences, coupled with the ease and convenience that ready-made solutions offer. The funds also feature ongoing governance at their core, helping to take care of time consuming due diligence for you. It’s the same rigorous framework that’s successfully governed our VIRO fund range for over three years.

EnVIRO funds graphic

Three reasons to choose the EnVIRO fund range.

  • Investments for a sustainable future.

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    We offer your clients a cost-effective way to achieve sustainable outcomes. We aim to exclude companies that do harm and, where possible, select those with        above-average sustainable outcomes. We also review the holdings and approach on an            on-going basis.

  • We meet Gold standard
    risk-targeting.

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    We integrate ESG easily into your existing advice process, with     ready-made solutions to fit your clients’ risk profiles. Asset allocation is reviewed through daily monitoring and dynamic rebalancing, to meet Dynamic Planner's Gold Standard risk-targeting.

  • Established governance framework.

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    We’ve applied the same rigorous approach that’s governed the Vitality fund range for over three years. This helps reduce the burden of having to carry out complex asset allocation reviews, assessment of ESG criteria and due diligence, giving you time to focus on client needs.

EnVIRO fund range Toolkit.

In this toolkit, you can easily access everything you’ll need to talk to your clients about our EnVIRO fund range. We’ve highlighted the most popular resources in yellow, and you can find a list of the others below. You'll find other toolkits throughout our website.

Customer brochure - EnVIRO fund range

Special introductory offer.

Your clients can get back up to 100% of their Year 1 fund charge on our EnVIRO fund range, when they take steps to be healthy. Offer ends 30 Sept 2021.

All clients qualify for a 50% refund. This can rise to a 100% refund, depending on their Vitality status at the end of the 12-month offer period, as follows:

Vitality status

% of ESG fund charge refund

Bronze

50%

Silver

60%

Gold

75%

Platinum

100%

The offer is available to new and existing customers who make a new transfer or an investment into their plan before 30 September 2021. We’ll pay the refund back into their VitalityInvest Retirement Plan, ISA or Junior ISA.

Working towards a more sustainable future.

We take pride in being a force for good. At the very foundation of our business is a powerful core purpose: to make people healthier and enhance and protect their lives. 

Our unique approach to investments - based on incentivising positive behaviour - can deliver economic and health benefits that are good for your clients, good for you, good for us and good for both society and the environment. We call this Shared Value.

Through our Shared Value Model, we can offer a unique approach to investing that brings together wellness and financial planning. So not only can we help your clients enjoy healthier and more financially secure lives, we can now help them to invest in a more sustainable future. 
Find out more

Investing sustainably across our other investment solutions.

We ensure ESG principles are a key part of our investment partners’ philosophy. 

  • Our investment partner Vanguard believes sustainable investing starts with the premise that index funds can hold a company’s stock in perpetuity. With such a long-term horizon, Vanguard focuses on how companies are set up for success in a more sustainable world. 

  • Our investment partner SEI Investments (SEI) integrates ESG factors into the manager research process, through their proprietary ESG ranking system. This forms the basis of SEI's decision to hire managers that align to their ESG principles.

  • Our investment partner Ninety One aims to help investors make a positive difference to people and the planet while delivering long-term investment returns. They do this through a robust and comprehensive integration of sustainability considerations into their strategies.

The funds

Name Aim Ongoing charges Fund fact sheet SID

VitalityInvest ESG Risk Optimiser 3

ESG focused, risk optimised, multi-asset funds investing in index-tracking strategies. Gold standard risk ratings by Dynamic Planner.

F Series: 0.35%

Download Download
B Series: 0.50% Download Download

VitalityInvest ESG Risk Optimiser 4

F Series: 0.38%

Download
Download
B Series: 0.53% Download Download

VitalityInvest ESG Risk Optimiser 5

F Series: 0.42%

Download
Download
B Series: 0.57%
Download Download

VitalityInvest ESG Risk Optimiser 6

F Series: 0.46%

Download
Download
B Series: 0.61% Download Download

VitalityInvest ESG Risk Optimiser 7

F Series: 0.50%

Download
Download
B Series: 0.65% Download Download

Where to next?

  • VIRO Funds

    A range of five multi-asset risk-targeted funds, each carefully managed to optimise long-term returns, while remaining within their respective target risk profile.

  • Blended Funds

    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.

  • Funds

    Explore the range of Vitality funds and third-party funds designed to cater for a wide variety of client needs.

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