Skip to Content

Why VitalityInvest?

We make a positive difference

When you invest with us, we invest in you, with three unique boosts and discounts that reward you for positive lifestyle and investment habits. As a result, you could enjoy better health – and better wealth – with savings that could last longer. So you win - and we do, too. It’s what we call shared value.

Experts in shared value

Shared value, enhanced through behavioural economics, is the principle which runs through everything we do.

When you invest over the long term, your money has a better chance to grow. This benefits both you and us, and we believe it’s only right to share some of what we earn with you. So when you invest with us for five years or more, we’ll boost your savings. And when you take steps to look after your health, we’ll charge you less to invest.

Shared value is good for you, good for us and good for society. It’s helped us reshape the global insurance and investment market, attracting over a million members1 – and counting – in the UK alone.

Three ways shared value could boost your investment

  • Investment Booster

    Boost your investment by up to 15% over 25 years – on top of any returns. Terms and conditions apply.

  • Healthy Living Discount

    Reduce the product charge by up to 100%. Terms and conditions apply.

  • Retirement Booster

    Boost your Retirement Plan by up to 50% of what you draw down each year. Terms and conditions apply.

The evidence that shared value works1

  • Value of rewards earned by Vitality UK members in 2017

  • UK point earning events in 2017

  • UK Starbucks drinks since the launch of Active Rewards

  • Upfront premium discounts every year for VitalityLife UK members

A global thought leader

VitalityInvest is part of Discovery Holdings – an insurer and investment manager operating in 18 countries on five continents. Our shared value business model is supported by leading academic and research collaborations. These include the University of Cambridge, Harvard University, University of Pennsylvania, Duke University, RAND Corporation and National Institute of Health Metrics Evaluation.

We’ve also received extensive coverage in the World Economic Forum 20151, the Clinton Global Initiative and prominent media forums such as the Wall Street Journal and The Economist.

Two of the world's leading investment partners

We work with investment managers, Investec Asset Management and Vanguard, to offer a range of Vitality funds. Each fund aims to help you achieve your financial goals and manage the risk you take, whether you’re looking to grow your investment or generate an income in retirement.

Established in 1991, Investec Asset Management have over £109.2bn2 of assets under management. They’re defined by an ‘owner culture’ which empowers their employees to develop solutions for the benefit of clients. This results in employee stability and long-term client-focused thinking. Employees are equity stakeholders in the firm, driving long-term value rather than short-term results.

Launched in the UK in 1998, Vanguard Group is investor-owned by their US-domiciled mutual funds, with over £3.9 trillion3 of assets under management. Their mission is to help clients achieve their goals by being one of the world’s highest value providers of investment products and services.

Vanguard’s unique mutual structure allows them to take a long-term view. They have a global presence, with 20 million investors in 170 countries.

The Vitality funds are designed to offer solutions for a wide range of needs. But if you want even more diversification or access to specialist funds, you can choose from over 2504 more funds from other leading fund managers.
Investec LogoVanguard logo
 
Explore our funds

Please remember the value of investments - and the income from them - can go down as well as up, meaning you may get back less than you invest.

Stocks and Shares ISA

Get your tax-efficient investment under way. Capital at risk.

Open an ISA Find out more
Junior ISA

Kick-start your child’s savings with a tax-free investment. Capital at risk.

Open a Junior ISA Find out more
Speak to your financial adviser to open a VitalityInvest Retirement Plan

Find out more Find an adviser
1 Source: Internal, May 2018
2 As at 30 September 2018
3 As of 31 October 2018
4 Source: VitalityInvest Retirement Plan VitalityInvest ISA and Junior ISA Fund List October 2018