Aviva Investors Launches Canadian Core And Core Plus Fixed Income Pooled Funds

May 2018

For Immediate Release in Canada Only

(TORONTO, ON, May 1, 2018) – Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), announces the launch of the Aviva Investors Canadian Core Fixed Income Pooled Fund and the Aviva Investors Canadian Core Plus Fixed Income Pooled Fund.

The funds are designed to help institutional investors achieve portfolio resilience from 2018 onwards through a holistic portfolio construction process that aims to keep portfolio risks and volatility contained to protect capital. The Core Plus Fund also extracts additional value from a global opportunity set.

 “We look forward to launching the funds and expanding our suite of proven fixed income strategies in the Canadian market, where we have been present for over a decade,” said Euan Munro, Chief Executive of Aviva Investors. “Our investment process is designed to unlock attractive opportunities for our clients even in today’s low yielding and uncertain world.” 

The portfolios are co-managed by Sunil Shah, Head of Canadian Fixed Income and Senior Portfolio Manager, and Robert Prospero, Portfolio Manager. Together, they build resilient fixed income solutions focused on delivering superior Canadian fixed income outcomes by generating unique perspectives versus peers and by elevating portfolio construction and risk to the same importance as idea generation.

Sunil Shah added, “Our team is committed to delivering resilient fixed income solutions to our clients. With these new funds, we will continue to leverage the deep expertise of our Toronto-based team, as well as the resources of Aviva Investors’ robust global platform, to navigate the challenges in Canadian fixed income and continue to find yield within the asset class.”

The Core Fund implements Aviva Investors’ fixed income core strategy which was launched in 2009. The Core Plus Fund implements Aviva Investors’ fixed income core plus strategy which was launched in 2012. Aviva Investors manages over $360 billion CAD on behalf of fixed income clients globally, including nearly $8 billion in Canadian Fixed Income strategies. 2

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1 The funds are available only to investors qualifying as Permitted Clients residing in a province or territory of Canada. Aviva Investors Canada (AIC) is the Canadian member of a group of internationally affiliated investment advisers collectively referred to as Aviva Investors.  2 Source: Aviva Investors as of December 31, 2017 | Aviva Investors Canada AUM: $9.3 billion CAD.

 

AVIVA INVESTORS 

Aviva Investors is the global asset management business of Aviva plc. The business delivers investment management solutions, services and client-driven performance to clients worldwide. Aviva Investors operates in 17 countries in Asia Pacific, Continental Europe, North America and the United Kingdom with assets under management of over £353 billion (€397; $477 USD; $598 CAD; $610 AUD) globally as of December 31, 2017.

AVIVA PLC

>         Aviva provides life insurance, general insurance, health insurance and asset management to 33 million customers, across 16 markets worldwide

>         In the UK we are the leading insurer serving one in every four households and have strong businesses in selected markets in Europe, Asia and Canada. Our shares are listed on the London Stock Exchange and we are a member of the FTSE100 index.

>         Aviva helps people save for the future and manage the risks of everyday life; we paid out £30.7 billion in benefits and claims in 2015.

>         By serving our customers well, we are building a business which is strong and sustainable, which our people are proud to work for, and which makes a positive contribution to society.

>         For an introduction to what we do and how we do it, please click here http://www.aviva.com/about-us/aviva/

 

 

For more information contact:

US and Canada

Katherine Segura

646-650-5889

ksegura@prosek.com

 

Laura Cocker

Aviva Investors Media Relations

+44 (0)20 7809 6252

 

Rob Davies

Aviva Investors Media Relations

+44 (0)20 7809 6212

 

Notes to Editors

The information and opinions contained in this document are for use by the financial press and media only, and do not purport to be full or complete. No reliance may be placed for any purpose on the information or opinions contained in this document nor should they be seen as advice.

The press release is provided on the basis that Aviva Investors Global Services Limited is not causing the communication of a financial promotion under exemption of the Financial Promotion Order, as Aviva Investors Global Services Limited has no control over the way in which an article based on this press release is prepared and published by the financial press and media. 

* This document is not, and under no circumstances is it to be construed as, an offering memorandum, prospectus, advertisement or public offering of the units (Units) of Aviva Investors Canadian Core Fixed Income Pooled Fund. No securities commission or similar regulatory authority has passed on the merits of the Units nor has it reviewed this document and any representation to the contrary is an offence. The Units will not be publicly offered in Canada. Any offering of Units will be made only by way of private placement: (i) pursuant to a Canadian offering memorandum, (ii) on a basis which is exempt from the requirement that the Funds prepare and file a prospectus with the relevant Canadian securities regulatory authorities, and (iii) to persons or entities that are "permitted clients" (as such term is defined in securities legislation of the relevant Canadian province or territory). There can be no assurance that the Funds will achieve their investment objective. The Funds are not guaranteed and the value of the Funds will likely change frequently.  Any person subscribing for Units must be able to bear the risks involved and must meet the Funds’ suitability requirements.

Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (“Aviva Investors”) as of December 31, 2017.

Important Information

Aviva Investors Canada, Inc. is located in Toronto and is based within the North American region of the global organization of affiliated asset management businesses operating under the Aviva Investors name. AIC is registered as an exempt market dealer and portfolio manager in each province of Canada and as a commodity trading manager in Ontario.

Aviva Investors Americas LLC is a federally registered investment advisor with the U.S. Securities and Exchange Commission. Aviva Investors Americas is also a commodity trading advisor (“CTA”) and commodity pool operator (“CPO”) registered with the Commodity Futures Trading Commission (“CFTC”), and is a member of the National Futures Association (“NFA”). Aviva Investors Americas LLC is not registered pursuant to Canadian security legislation and is relying on exemptions from certain registration requirements under such legislation.

Form ADV Part 2A, which provides background information about the firm and its business practices, is available upon written request to:

Compliance Department

225 West Wacker Drive, Suite 2250

Chicago, IL 60606

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