Our approach to global equities
Our experienced team applies a rigorous stock-driven investment approach. We have a particular focus on shifting company fundamentals we believe are mis-priced. Our long-term investment process seeks to build portfolios with high active shares, taking into consideration environmental, social and governance (ESG) factors to enhance long-term value. We also offer sustainable transition equity solutions relating to climate change, social outcomes and natural capital.
Our portfolios are driven by high-conviction stock ideas supported by active corporate engagement and rigorous risk oversight. The team works at the centre of the network of over 25 equity investment professionals and draws on the expertise of investment teams across the firm.
Potential benefits
Our range of global equity strategies aims to deliver resilient capital growth, income and sustainable outcomes.
High-conviction
Portfolio construction is designed to deliver enhanced returns through stock selection.
Sustainable focus
Acting, investing and engaging sustainably to enhance long-term value and create a sustainable future.
Superior returns
We break down asset class silos to gain deeper insight, leading to better informed investment decisions.
Key risks
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
Investment/objective risk
The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.
Currency risk
The funds may be exposed to different currencies. Derivatives are used to minimise, but may not always eliminate, the impact of movements in currency exchange rates.
Emerging markets risk
Investments can be made in emerging markets. These markets may be volatile and carry higher risk than developed markets.
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. 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.
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.
Concentration risk
Investments can be made in a small portfolio of securities. Losses from a single investment may be more detrimental to the overall performance than if a larger number of investments were made.
Strategies in focus
Global Equity Income Strategy
A concentrated and high-conviction strategy that aims to deliver an income yield of 125 per cent of the MSCI All Country World Index, while growing both capital and income.
Global Equity Endurance Fund
A high conviction, low-turnover portfolio focused on achieving resilient returns over the long term.
Global equity strategies
Aviva Investors Global Equity Endurance Fund
A strategy that aims to achieve resilient returns over the long-term through a high-conviction, low-turnover portfolio of global companies that can deliver sustained growth through the economic cycle.
Aviva Investors Global Equity Income Fund
A concentrated, high-conviction strategy that focuses on a diverse range of opportunities outside of the traditional income sectors and aims to deliver growth as well as a yield that is 1.25x higher than the MSCI ACWI.
Aviva Investors Climate Transition Global Equity Fund
This strategy aims to deliver long-term capital growth by investing in companies globally that either provide solutions to climate change or orientate their business models to a low-carbon economy, while avoiding the most carbon intense fossil fuel-based companies.
Aviva Investors Natural Capital Transition Global Equity Fund
This strategy aims to deliver long-term capital growth by investing in companies globally that either provide solutions to reduce biodiversity loss or are transitioning their business models to manage their impact on nature, while avoiding those that do not meet minimum environmental criteria.
Aviva Investors Social Transition Global Equity Fund
This strategy aims to deliver long-term capital growth by investing in companies globally that either provide solutions to social inequality or transitioning their business models to manage their social impact, while avoiding those that do not meet minimum social criteria.
Need more information?
For further information, please contact our investment sales team.
Explore our equities range
Global Equities team
Max Burns
Global Equities Portfolio Manager & Head of Equity Research
Richard Saldanha
Senior Portfolio Manager
Andrea Carzana
Senior Portfolio Manager and Head of Sustainable Equities
Jonathan Toub
Portfolio Manager, Global Equities
Julie Zhuang
Portfolio Manager, Global Equities
Matt Kirby
Portfolio Manager
Francois de Bruin
Portfolio Manager, Global Equities
Equities views
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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.
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Multi-asset allocation views: What’s behind Japan’s stock-market sugar rush?
8 Mar 2024
Following unsuccessful attempts in the past, the Japanese government’s structural reforms now seem to be bearing fruit. This has contributed to a record high on the Japanese stock-market, but is it sustainable?
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Measure for measure: Why the business of benchmarks matters to investors
30 Jan 2024
Investors rely on benchmarks for data – but benchmarks can also represent investment opportunities in themselves. So how can we identify companies whose benchmarks are likely to have staying power?
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From cash rich to cash strapped? Why the US consumer boom could run out of road
24 Nov 2023
Our investment teams explain why buoyant US consumer spending will have to weaken eventually. That could pose problems for debt-laden consumer-facing companies.
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Passing the endurance test: Scouting for persistent performers in global equities
22 Nov 2023
Richard Saldanha and Francois de Bruin give their thoughts on how and where investors can find resilience in challenging economic environments.
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Softly does it? A Q&A with Peter Fitzgerald and Ian Pizer
24 Oct 2023
The managers of the AIMS Target Return strategy explain why the prospects for a range of asset classes suddenly look much brighter.
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China versus the West:The ongoing rise of economic nationalism
2 Oct 2023
The US and China continue to trade blows as each side looks to limit the other’s access to vital products. With industrial policies also making a comeback, companies are having to navigate a rapidly changing business environment. We look at the key implications for investors.
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Multi-asset allocation views: Cutting through the noise
26 Sep 2023
Issues around US tech, China, US Treasuries and Japanese monetary policy have hit the headlines in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.
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The big dig: How mining could power a greener future
12 Sep 2023
Clean energy technologies are set to drive growth in demand for critical minerals over the next two decades, throwing up a rich seam of investment opportunities – and challenges.
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Tipping points and transformation: Getting on the right side of change
16 Aug 2023
Rapid changes in the global economy could tip some sectors into low-carbon phases faster than incumbents expect, with important investment implications.
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Defensive sectors offer value amid AI frenzy: What next for global equity income investors?
7 Aug 2023
Dividends proved resilient in the first half of 2023. Richard Saldanha considers what the rest of the year might have in store for income investors.
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Conflict and complexity: The investment view on defence
2 Aug 2023
The war in Ukraine and rising geopolitical tensions are prompting governments around the world to beef up defence spending. We explore the key investment implications.
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Over(shooting) the limit: Why we need to keep within planetary boundaries
26 Jul 2023
Demand for fuel and raw materials is decimating the natural world, making extreme climate effects more likely. So, what might the world be like for people and investors as we go beyond planetary boundaries?
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Supercharge me: The power of network effects
5 Jul 2023
Network effects can boost a company’s growth and build durability – when combined with other strengths, argues Francois de Bruin.
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Don’t stand so close to me: Why UK equity income investors need to stop hugging the benchmark
22 Jun 2023
Chris Murphy and James Balfour believe this is shaping up to be a much better year for UK income investors as the performance disparity between large and mid-cap stocks begins to unwind.
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What does the data say? Three charts for multi-asset investors
19 Jun 2023
We take a visual approach to explain what’s happening with the US debt ceiling, LVMH and gold.