We look to gain an investment edge that is analytical and behavioural in nature. Being long term in outlook, concentrated and fundamentally driven allows us to ask the right questions.
We invest in what we consider to be the best businesses regardless of sector or geography, with high-conviction ideas driven by bottom-up stock selection and fundamental analysis. As a result of allocating risk budget to our highest-conviction ideas, we tend to exhibit low correlations with other global equity strategies.
We actively seek to minimise downside risk through our cashflow focus, deep understanding of ESG factors and active engagement with companies to promote higher and consistent long-term returns. This is typically reflected in an attractive capture ratio – aiming to match the market on the way up, but significantly outperform it on the way down.
Our approach focuses on the following distinctive characteristics that can generate attractive, resilient total returns over the long term:
Aviva Investors Global Equity Endurance: Fund in brief
The Fund seeks to achieve attractive, resilient total returns over the long-term while reducing the risk of capital loss by investing globally in a high-conviction, low turnover portfolio of “Endurable” businesses.
Key risks of global endurance funds
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
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.
Global equities in focus
Read more about the fund
Explore our equities range
Climate Transition Global Equity Fund
A strategy investing in companies that can play a major role in the transition to a low-carbon world.
Global emerging market equities
A range of strategies that offer investors specialist exposure to a rapidly growing asset class, with portfolios targeting income and smaller companies.
Our range of strategies is underpinned by a robust process designed to meet clients' objectives across capital growth and income.
Social Transition Global Equity Fund
An equity strategy seeking positive social outcomes while delivering long term capital growth.
Natural Capital Transition Global Equity Fund
An equity strategy seeking positive environmental outcomes while delivering long-term capital growth.