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Investing in the climate transition

The scale and urgency of change needed to ensure global greenhouse gas emissions are aligned with a 1.5 degrees Celsius pathway will impact every part of the global economy. Our Climate Transition Global Equity Fund invests in companies and assets driving fundamental changes toward a sustainable future. We invest with an active, high-conviction approach to address the needs of investors seeking two objectives:

Long-term capital growth

To support the transition to a low-carbon world

Investment opportunities in the strategy are linked to the following investment themes and aligned with the principles of the following United Nations Sustainable Development Goals:

Affordable and clean energy

Climate action

Our approach

We seek to identify the winners from the transition across a broad range of sectors. First, we exclude more carbon-intensive fossil-fuel companies. We then invest in companies either mitigating or adapting to climate change, or are transition-oriented companies, while leveraging our scale and influence to engage with portfolio companies. This approach can lead to the following investor benefits: profitable growth, resilience across market cycles and influencing positive outcomes.

Three-dimensional view

We look for companies with a competitive advantage that can turn a sustainable focus into profitable growth, whilst achieving positive climate outcomes.

Back transition

The journey to net zero presents risks and opportunities across all sectors. Most climate strategies are structurally biased towards growth stocks but our focus on transition as well as climate solutions allows for a more balanced exposure.

Stewardship and engagement

All portfolio holdings are targeted with two timebound engagement asks: Science-based targets and CDP disclosures. We also actively engage with governments, policymakers, NGOs, academics and other key influencers to correct material market failures.

Climate Transition Equity investment strategies

Aviva Investors Climate Transition Global Equity Fund

This strategy aims to deliver long-term capital growth by investing in equity securities of companies globally that are either providing solutions to climate change or orientating their business models to a low-carbon economy while avoiding the most carbon intense fossil fuel-based companies.

No sector left behind: Introducing the Aviva Investors Climate Transition Global Equity Strategy

The Aviva Investors Climate Transition Global Equity strategy aims to drive progress towards a more sustainable future and deliver enhanced returns for investors.

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Key risks

For further information, please refer to the relevant product disclosure statement and important additional information document, available on our website.

Investment risk & currency risk

The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.

Derivatives risk

Investments can be made in derivatives, which can be complex and highly volatile. Derivatives may not perform as expected, meaning significant losses may be incurred.

Illiquid securities risk

Some investments could be hard to value or to sell at a desired time, or at a price considered to be fair (especially in large quantities), and as a result their prices can be volatile.

Sustainability risk

The level of sustainability risk to which the Fund is exposed, and therefore the value of its investments, may fluctuate depending on the investment opportunities identified by the Investment Manager.

Strategies in focus

Sustainable transition

A range of strategies investing in opportunities to accelerate change for Climate, People and Earth.

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Climate Transition Equities team

Climate change views

Need more information?

For further information, please contact our investment sales team.

Read more about the funds