Active equity solutions that start with you
Drawing on our extensive heritage and research capabilities, we offer investors a focused range of equity and bespoke solutions. Our equity team manages £18 billion* in active equities across a focused range of strategies with portfolio construction designed to deliver enhanced returns through stock selection.
Core equity
We offer core equity capabilities in Global, UK, Emerging Markets and Asia-Pacific strategies that aim to deliver a modest level of alpha within a lower risk approach through portfolios underpinned by a diversified set of our best fundamental ideas across sectors.
Income
We leverage our heritage in UK and global equity income investing to offer differentiated solutions for income-driven investors. Our flagship Global Equity Income strategy looks outside the traditional income sectors to maximise income and capital growth through the cycle.
High alpha
We manage a range of high conviction solutions for investors looking to complement their core equity allocations, such as our Global Equity Endurance and UK Equity Unconstrained strategies.
Sustainable
For sustainable-minded investors, we can create bespoke solutions based on our Stewardship range, and Natural Capital and Climate focused equity strategies. These solutions can invest in companies that aim to turn their positive sustainability credentials into profitable growth.
Equity solutions
We harness our heritage and collective expertise to deliver solutions across a focussed equities universe to meet your needs.
A range of global equity strategies underpinned by a robust process to meet clients' objectives across capital growth, income and sustainability.
A range of strategies that aim to capture the attractive growth potential of the broader emerging market and Asia-Pacific equity asset class.
We manage c.£10bn in UK equities (as at 31 December 2024) across a range of strategies that aim to meet our clients’ needs for capital growth, income and sustainability preferences.
Fundamentally-driven equity investing
We leverage more than 50 years of experience investing with a fundamentally-driven approach, underpinned by a culture of collaboration through our industry sector hub research process.
Fundamentally driven
Thematics underpin our fundamental idea generation process. We invest with a long-term, bottom-up approach, focusing on the best opportunities globally.
Connected across capabilities
Investment decisions are enhanced by our industry ‘sector hub’ model, which connects our equity team with insight from investment professionals across other geographies and asset classes.
Solutions that start with you
We believe we are well-placed to help our clients with equity solutions that span across our range of Core, Income, High Alpha and Sustainable strategies, as well as tailored solutions to address your specific needs.
*Source: Aviva Investors as at 31 December 2024. The AUM figures shown above are for the group of companies. Trading as Aviva Investors, the fund management arm of the Aviva Group.
Equity insights
Investment thinking that brings together the collective insight of Aviva Investors’ teams from across the globe on the key themes influencing markets.
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2025 voting trends: Four themes to watch
17 Mar. 2025
As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.
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Spend and save: Three key trends shaping the consumer sector
4 Dec. 2024
Our regular sector hub discussions delve into the trends shaping global equity markets. In this article, Harsharan Mann, consumer sector hub lead, explains what investors should look out for in the sector.
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US election 2024: Some initial thoughts from our fund managers
6 Nov. 2024
Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.
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Casting a wider net: Equity income investors find opportunities in global tech and industrials
26 Apr. 2024
Large tech firms such as Meta have announced they will pay dividends for the first time in 2024, illustrating the opportunities equity income investors can find beyond “traditional” dividend-paying stocks.
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Tech’s tightening grip: What rising US stock concentration means for equity investors
8 Apr. 2024
Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argues Joao Toniato.
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The war on bugs: Climate change contributes to growth in the pest-control industry
13 Mar. 2024
Pest control has become a growing priority for city residents and authorities all year round, as rising temperatures and other factors boost the populations of many pest species. But in creating adaptation solutions, the sector could also represent a long-term investment opportunity.
House View
No one can predict the future. But our quarterly House View sets out the collective wisdom of our investment teams on the current state of global markets – and where they might be heading.
Key risks
Investment risk and 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.
Equity expertise
Meet our equity investment team.
Isabel Emo Capodilista
Head of Equities
Max Burns
Global Equities Portfolio Manager and Head of Equity Research
Trevor Green
Head of UK Equities
Will Malcolm
Head of Global Emerging Markets and Asian Equities
Barney Goodchild
Head of Fixed Income and Equity Investment Specialists
Explore
Capabilities
With a global presence, far-reaching expertise, and extensive capabilities across major asset classes, we are well placed to help achieve the outcomes our clients demand.