Global Equity Income Canada launch

We welcomed Danielle LeClair from our Canada team to the London office, where she met with Richard Saldanha to discuss the launch of our Global Equity Income Strategy in Canada and the benefits of a total‑return, income‑focused approach.

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Transcript  for video Global Equity Income Canada launch

We welcomed Danielle LeClair from our Canada team to the London office, where she met with Richard Saldanha to discuss the launch of our Global Equity Income Strategy in Canada and the benefits of a total‑return, income‑focused approach.

Our approach to global equities

The Aviva Investors’ Global Equity Income Strategy is a high-conviction investment that aims to deliver a sustained income greater than the MSCI All Country World Index, while increasing its value over the long-term. 

We look at a broader opportunity set and focus on companies that fall outside of traditional income sectors, meaning our approach can complement existing global equity holdings, as well as offering clients a compelling standalone holding in their portfolios. 

Potential benefits

Our differentiated approach to equity investing is underpinned by the following components and benefits:

Protection

We aim to protect the downside by understanding bottom-up company fundamentals with a strong emphasis on selecting mature businesses that offer resilience in changing environments.

Predictability

We focus on companies that offer predictable free cash flow to help deliver resilient income through periods of market stress and changes in the economic cycle.

Upside

We focus outside traditional income sectors, aiming to maximise potential growth, in both income and capital, through market cycles.

Key risks

Investment & 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 exchange rates. Changes in currency exchange rates could reduce investment gains or increase investment losses. Exchange rates can change rapidly, significantly and unpredictably. Investors may not get back the original amount invested.

Markets risk

Prices of many securities (including bonds, equities and derivatives) change continuously, and can at times fall rapidly and unpredictably.

Equities risk

Equities can lose value rapidly, can remain at low prices indefinately, and generally involve higher risks - especially market risk - than bond or money market instruments. Bankruptcy or other financial restructuring can cause the issuer's equities to lose most or all of their value.

Illiquid securities risk

Certain assets held in the strategy could, by nature, 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 could be very volatile. 

Counterparty Risk

The strategy could lose money if an entity with which it does business becomes unwilling or is unable to meet its obligations to the strategy.

Operational risk

Human error or process/system failures, internally or at our service providers, could create losses for the strategy.

Stock Connect Risk

The strategy may be investing in China A-Shares via the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect which may entail additional clearing and settlement, regulatory, operational and counterparty risks.

Sustainability Risk

The level of sustainability risk may fluctuate depending on which investment opportunities the Investment Manager identifies. This means that the strategy is exposed to Sustainability Risk which may impact the value of investments over the long term.

Derivatives risk

Derivatives are instruments that can be complex and highly volatile, have some degree of unpredictability (especially in unusual market conditions), and can create losses significantly greater than the cost of the derivative itself.

Need more information?

For further information, please contact our investment sales team.

Contact us

Global Equity Income Strategy team

  • Richard Saldanha

    Portfolio Manager, Global Equities

  • Edward Kevis

    Portfolio Manager, Global Equities

    • Equities views