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Our investment funds

In partnership with Vanguard, SEI Investments, and Ninety One. With some investing, your capital could be at risk. 

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A world of funds from leading investment managers

An investment plan is only as good as the funds you put into it. That’s why we’ve partnered with three of the world’s leading investment managers to create our range of Vitality funds.

We also offer more than 500 funds from many of the leading investment companies in the UK. This means it’s easy to find the right solution for you - whether you’re looking for growth or to receive an income.

Choose from three fund categories:
  • Risk-profiled solutions – ready-made portfolios that can be matched to your risk preference. These include our range of ESG focused funds. They aim to invest in companies that avoid doing harm and focus on companies that contribute towards a more sustainable future
  • Performer funds – actively-managed funds by Ninety One
  • Third-party funds – from more than 50 leading fund managers. 
The value of investments and the income from them can go down as well as up. This means you may get back less than you invest.

Risk-profiled solutions

Ready-made portfolios that can be matched to your risk preference. The risk levels are based on a scale from Dynamic Planner which goes from risk level 1 to 10.

  • EnVIRO fund range

    Vitality Invest logo

    Five ready-made funds, helping you to invest in a more sustainable future. At Vitality, we call these our EnVIRO fund range.

    List of EnVIRO funds

  • VIRO funds

    Vanguard logo

    Five multi-asset funds investing in index-tracking strategies. Each fund is designed to optimise long-term returns and range from risk 3 to 7.

    List of VIRO funds

  • Blended funds

    Vitality Invest logo

    Five multi-asset funds that bring together actively-managed and index-tracking strategies. Ranging from risk 3, through to 7.

    List of Blended funds

  • Global Multi-Manager funds

    SEI logo

    Five multi-manager funds, aiming to achieve long-term growth. These funds range from risk levels 3 to 7 and invest money across many leading fund managers.

    List of Global Multi-Manager funds

Performer funds

Actively-managed and designed to outperform their benchmarks.

Fund finder tool

You can use our fund research tool to explore the full range of Vitality and third-party funds.
Fund finder tool

EnVIRO funds

Risk level 3

Fund name: VitalityInvest ESG Risk Optimiser 3

Investment style: Risk-targeted with index-tracking components

Annual charges: 0.35%

Fund description: This fund's target risk profile is a 3 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth. The fund takes environmental, social and governance (ESG) factors into consideration.

Fund factsheet
Supplementary Information Document

Risk level 4

Fund name: VitalityInvest ESG Risk Optimiser 4

Investment style: Risk-targeted with index-tracking components

Annual charges: 0.38%

Fund description: This fund's target risk profile is a 4 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth. The fund takes environmental, social and governance (ESG) factors into consideration.

Fund factsheet
Supplementary Information Document

Risk level 5

Fund name: VitalityInvest ESG Risk Optimiser 5

Investment style: Risk-targeted with index-tracking component

Annual charges: 0.42%

Fund description: This fund's target risk profile is a 5 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth. The fund takes environmental, social and governance (ESG) factors into consideration.

Fund factsheet
Supplementary Information Document

Risk level 6

Fund name: VitalityInvest ESG Risk Optimiser 6

Investment style: Risk-targeted with index-tracking components

Annual charges: 0.46%

Fund description: This fund's target risk profile is a 6 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth. The fund takes environmental, social and governance (ESG) factors into consideration.

Fund factsheet
Supplementary Information Document

Risk level 7

Fund name: VitalityInvest ESG Risk Optimiser 7

Investment style: Risk-targeted with index-tracking components

Annual charges: 0.50%

Fund description: This fund's target risk profile is a 7 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth. The fund takes environmental, social and governance (ESG) factors into consideration.

Fund factsheet
Supplementary Information Document

VIRO funds

Risk level 3

Fund name: VitalityInvest Risk Optimiser 3 Fund Series F

Investment style: Risk-targeted with index-tracking components

Annual charges: 0.25%

Fund description: This fund's target risk profile is a 3 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth.

Fund factsheet
Supplementary Information Document

Risk level 4

Fund name: VitalityInvest Risk Optimiser 4 Fund Series F

Investment style: Risk-targeted with index-tracking components

Annual charges: 0.25%

Fund description: This fund's target risk profile is a 4 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth.

Fund factsheet
Supplementary Information Document

Risk level 5

Fund name: VitalityInvest Risk Optimiser 5 Fund Series F

Investment style: Risk-targeted with index-tracking component

Annual charges: 0.25%

Fund description: This fund's target risk profile is a 5 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth.

Fund factsheet
Supplementary Information Document

Risk level 6

Fund name: VitalityInvest Risk Optimiser 6 Fund Series F

Investment style: Risk-targeted with index-tracking components

Annual charges: 0.25%

Fund description: This fund's target risk profile is a 6 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth.

Fund factsheet
Supplementary Information Document

Risk level 7

Fund name: VitalityInvest Risk Optimiser 7 Fund Series F

Investment style: Risk-targeted with index-tracking components

Annual charges: 0.25%

Fund description: This fund's target risk profile is a 7 on Dynamic Planner's risk scale of 1 (lowest) to 10 (highest). It's designed to deliver long-term returns through income and capital growth.

Fund factsheet
Supplementary Information Document

Blended funds

Risk level 3

Fund name: VitalityInvest Blended 3 Fund Series F

Investment style: Risk-targeted index-tracking, and risk profiled actively-managed

Annual charges: 0.50%

Fund description: While remaining within a low risk profile, this fund aims to grow your money. It uses both active and index-tracking management styles.

Fund factsheet
Supplementary Information Document

Risk level 4

Fund name: VitalityInvest Blended 4 Fund Series F

Investment style: Risk-targeted index-tracking, and risk profiled actively managed Annual charges: 0.52%

Fund description: While remaining within a low medium risk profile, this fund aims to grow your money. It uses both active and index-tracking management styles.

Fund factsheet
Supplementary Information Document

Risk level 5

Fund name: VitalityInvest Blended 5 Fund Series F

Invesment style: Risk-targeted index-tracking, and risk profiled actively-managed

Annual charges: 0.55%

Fund description: While remaining within a low medium risk profile, this fund aims to grow your money. It uses both active and index-tracking management styles.

Fund factsheet
Supplementary Information Document

Risk level 6

Fund name: VitalityInvest Blended 6 Fund Series F

Investment style: Risk-targeted index-tracking, and risk profiled actively managed

Annual charges: 0.57%

Fund description: While remaining within a high medium risk profile, this fund aims to grow your money. It uses both active and index-tracking management styles.

Fund factsheet
Supplementary Information Document

Risk level 7

Fund name: VitalityInvest Blended 7 Fund Series F

Investment style: Risk-targeted index-tracking, and risk profiled actively-managed

Annual charges: 0.60%

Fund description: While remaining within the highest medium risk profile, this fund aims to grow your money. It uses both active and index-tracking management styles.

Fund factsheet
Supplementary Information Document

Global Multi-Manager funds

Risk level 3

Fund name: Global Multi-Manager 3 Fund Series F

Investment style: Risk profiled, actively-managed across multiple managers

Annual charges: 0.70%

This fund is actively-managed, aiming to deliver long-term returns while remaining within a low risk profile. It invests in a wide range of global assets across many fund managers.

Fund factsheet
Supplementary Information Document

Risk level 4

Fund name: VitalityInvest Global Multi-Manager 4 Fund Series F

Investment style: Risk profiled, actively-managed across multiple managers

Annual charges: 0.75%

Fund description: This fund is actively-managed, aiming to deliver long-term returns while remaining within a low to medium risk profile. It invests in a wide range of global assets across many fund managers. The base currency of the fund is Sterling.

Fund factsheet
Supplementary Information Document

Risk level 5

Fund name: VitalityInvest Global Multi-Manager 5 Fund Series F

Investment style: Risk profiled, actively-managed across multiple managers

Annual charges: 0.80%

Fund description: This fund is actively-managed, aiming to deliver long-term returns while remaining within a medium risk profile. It invests in a wide range of global assets across many fund managers.

Fund factsheet
Supplementary Information Document

Risk level 6

Fund name: VitalityInvest Global Multi-Manager 6 Fund Series F

Investment style: Risk profiled, actively-managed across multiple managers

Annual charges: 0.85%

Fund description: This fund is actively-managed, aiming to deliver long-term returns while remaining within a medium to high risk profile. It invests in a wide range of global assets across many fund managers.

Fund factsheet
Supplementary Information Document

Risk level 7

Fund name: VitalityInvest Global Multi-Manager 7 Fund Series F

Investment style: Risk profiled, actively-managed across multiple managers

Annual charge: 0.90%

Fund description: This fund is actively-managed, aiming to deliver long-term returns while remaining within a high risk profile. It invests in a wide range of global assets across many fund managers.

Fund factsheet
Supplementary Information Document

Outcome-Based funds

Risk level 4

Fund name: VitalityInvest Ninety One Multi-Asset Income Fund Series F

Investment style: Actively-managed
Annual charge: 0.83%
Fund description: Sustainable income with lower levels of risk than equities, by investing across a wide range of assets.

Fund factsheet
Supplementary Information Document

Risk level 7

Fund name: VitalityInvest Ninety One Dynamic Multi-Asset Fund Series F

Investment style: Actively-managed

Annual charges: 0.92%

Fund description: This fund delivers long-term returns by investing in diversified, global investments. This includes actively choosing how much risk to take depending on market conditions.

Fund factsheet
Supplementary Information Document

Single-Asset Class funds

Risk level 8

Fund name: VitalityInvest Ninety One UK Listed Equity Growth Fund Series F

Investment style: Actively-managed

Annual charges: 0.90%

Fund description: Aims to generate long-term growth by investing in UK-listed companies. These businesses are considered quality, with strong financials and management.

Fund factsheet
Supplementary Information Document


Fund name: VitalityInvest Ninety One UK Listed Equity Income Fund Series

Investment style: Actively-managed

Annual charge: 0.91%

Fund description: By investing in high-quality UK businesses, this fund aims to generate a sustainable income. It also has the opportunity for capital growth.

Fund factsheet
Supplementary Information Document

Risk level 7

Fund name: VitalityInvest Ninety One Global Equity Growth Fund Series F

Investment style: Actively-managed

Annual charge: 0.91%

Fund description: Delivers growth from a high-conviction global portfolio. High-conviction funds invest in a small number of companies that the fund manager knows well. These are funds that the fund manager believes could deliver strong, long-term returns.

Fund factsheet
Supplementary Information Document


Fund name: VitalityInvest Ninety One Global Equity Income Fund Series F

Investment style: Actively-managed

Annual charges: 0.93%

Fund description: Delivers income from a high-conviction global portfolio. High-conviction funds invest in a small number of companies that the fund manager knows well. These are funds that the fund manager believes could deliver strong, long-term returns.

Fund factsheet
Supplementary Information Document
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