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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.

Funds

What funds qualify for the Investment Booster, Retirement Booster and Healthy Living Discount?

The eligible funds for each benefit are listed in the Investment Booster Schedule, Retirement Booster Schedule, Charges Schedule for plans with Healthy Fee Saver and Charges Schedule for plans with Healthy Fee Saver and Boosters.

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?

Our VitalityInvest Literature Library contains fund fact sheets and supplementary information documents, including many other items about our fund range. You can also explore our Vitality and third-party funds.

Which industry related websites can I see the VitalityInvest proposition on?

You can find details of our proposition on all the industry related websites you would expect, including Defaqto, Synaptics, Selectapension, O&M and Dynamic Planner.

Who are your investment partners?

We have selected three of the world’s leading investment managers as our strategic partners for the Vitality fund range - Vanguard, SEI Investments and Ninety One.

What is the difference with Series F Vitality funds and Series B Vitality funds?

Series F Vitality funds are only available on plans with Healthy Fee Saver. Series B Vitality funds are only available on plans with Healthy Fee Saver and Boosters. The investment strategy and objectives of the Series B and Series F funds are the same but the fund charges that applies differ. Lower fund charges apply to the Series F Vitality funds as these funds are not eligible for the Investment Booster or Retirement Booster.

Where to next?

  • Blended Funds

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    Five multi-asset funds that bring together actively managed and index-tracking strategies.

    Learn More

  • Global Multi-Manager Funds

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    Five multi-manager funds offered in partnership with SEI Investments (SEI), one of the world's largest manager-of-managers.

    Learn More

  • Performer Funds

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    A range of ten actively managed funds managed by Ninety One.

    Learn More

  • Risk Optimiser Funds

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    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.

    Learn More
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“Vanguard” is a trade mark of The Vanguard Group, Inc., and has been licensed for use by Vitality Life Limited.  

1 Dynamic Planner. September 2020
2 Vanguard, 31 July 2020.