Drawing on our global investment expertise, the Aviva Investors Sustainable Income & Growth Fund aims to deliver five per cent gross income yield per annum and long-term capital growth (five years or more). We invest across a broad range of global asset classes and focus on long-term sustainability – both in terms of returns and ESG factors.
Unlike traditional multi-asset income funds, the fund is built from the bottom up, allowing us to be highly selective when looking for opportunities that can contribute to the outcome of the fund. We will not invest in securities with poor environmental, social & governance (ESG) scores, or companies linked to coal, tobacco, or controversial weapons.
In search of sustainable income
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
Finding sustainable income growers
Source: Aviva Investors, MSCI, February 2019, based on MSCI ACWI Index and holdings in Sustainable Income & Growth portfolio. Subject to change.
AI Elements is the Aviva Investors in-house ESG score. It reflects the environmental, social and governance credentials of the corporate or sovereign issuer to which it is applied, where one equates to weaker credentials and ten to stronger ones.
It's common for investors to frame their investment decisions in terms of either income or capital growth. The Aviva Investors Sustainable Income & Growth Fund aims to deliver both. A particularly useful characteristic for investors saving towards retirement, allowing them to compound returns towards retirement, and then in retirement to draw down the natural income while leaving their capital in place to grow over the long term.
Fund in focus
Sustainable, bottom-up investing: Time for multi-asset investors to gain some perspective?
14 Oct 2020
It could be time to reconsider the traditional, top-down approach to multi-asset investing. A detailed, bottom-up approach to income investing can bring greater certainty about outcomes and help investors set aside concerns about short-term volatility, as Francois de Bruin explains.
Multi-asset & multi-strategy
Calibrating cycles: Why life and market cycles don’t always align and what to do about it
30 Oct 2019
Markets and our personal finances rarely march to the same beat. In this piece, Francois de Bruin highlights some investment strategies for successfully navigating the retirement journey.
Defying uncertainty in retirement
29 May 2019
The unknowns of the future, complexity of investment markets and unique needs of every individual make ‘defying uncertainty’ a complicated problem for those looking to retire.
Read more about the fund
Defying uncertainty in retirement
The unknowns of the future, complexity of investment markets and unique needs of every individual make ‘defying uncertainty’ a complicated problem for those looking to retire. For those saving toward retirement, and for those who might have already stepped out of paid employment, this paper introduces some of the obstacles that investors may face in achieving their objectives.
Explore our multi-asset & multi-strategy range
Listening to your requirements, we harness global expertise across asset classes to create well-diversified portfolios designed to meet your needs.
Aviva Investors Multi-Strategy (AIMS) Target Return
Drawing on Aviva Investors’ global expertise, the outcome-oriented AIMS Target Return Fund aims to deliver long-term capital growth while managing volatility.
Multi-asset & multi-strategy views
Multi-asset allocation views: Loose policy doesn’t rule out a steeper curve
15 Apr 2021
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.
Divergence, debt sustainability and climate: Key takeaways from the IMF Spring meetings
14 Apr 2021
Debate over the short- and longer-term consequences of COVID-19 dominated the Spring meetings of the International Monetary Fund, with our emerging-market debt team among those following discussions closely.
Lean on me: How can bond investors influence government climate action?
25 Mar 2021
The coronavirus epidemic has further accelerated the rise of ESG into the investment mainstream. As deficits skyrocket, bond investors have an opportunity to engage with governments on climate change, argues Thomas Dillon.
Why it is getting harder to assess value in financial markets
19 Mar 2021
Massive intervention by central banks and governments in recent years has left investors struggling to value financial assets.
Zero rates: Too much of a good thing?
9 Mar 2021
The inexorable rise in asset prices caused by the seemingly never-ending era of monetary easing is calling into question long-held investment beliefs, as members of our multi-asset & macro and equities teams explain.
From crisis comes opportunity: What’s normal now?
2 Mar 2021
Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.
Multi-asset allocation views: Room to grow
16 Feb 2021
The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.
Our annual letter to company chairpersons
15 Jan 2021
As part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2021 letter.
Vaccine hope, Biden and central bank policy: The outlook for multi-asset in 2021
17 Dec 2020
Sunil Krishnan highlights some of the themes that will shape multi-asset investing in 2021.
Liquidity, uneven recoveries and debt sustainability: The outlook for emerging-market debt in 2021
17 Dec 2020
Liam Spillane, head of emerging market debt at Aviva Investors, picks three themes that could have a big say in how the asset class performs in 2021.
COVID, climate and Black Lives Matter: The stories that defined 2020
10 Dec 2020
We select some of our key pieces of content in a year of unending drama.
Income investing: The return of Goldilocks and the three bears
3 Dec 2020
The Goldilocks environment is back, but bears are lurking in the shadows. Francois de Bruin explores the risks and opportunities that need to be managed to get outcomes that are “just right”.
Multi-asset allocation views: Changing seasons, changing dynamics
15 Oct 2020
After a strong summer, conditions are changing in asset markets. Sunil Krishnan assesses the risks and opportunities for investors.
Short story: Why Fed action could be bad news for the dollar
12 Oct 2020
With US real interest rates sinking ever more deeply into negative territory as the Fed signals it is on hold for a prolonged period, the outlook for the dollar is bearish for the first time in a decade, argues Mark Robertson.
Sustainability: Drawing force from lines of tension
6 Oct 2020
Much like a gem is forged under pressure, the ESG movement is powerful because it results from tension at multiple levels: between art and science, absolute and relative, exclusion and engagement. Francois de Bruin explores the lines of tension underpinning the investment approach to sustainability.
The clockmaker and the longitude problem: A lesson for investors in bottom-up problem solving
25 Aug 2020
Bottom-up thinking is not a typical hallmark of multi-asset investing. However, Francois de Bruin believes the granularity that comes from this approach offers useful diversification and risk benefits.