Highlights

How can Global Equity Income provide resilient returns across market cycles?

45 minutes

In this on-demand webcast, Portfolio manager, Richard Saldanha, discussed how Global Equity Income has the potential to deliver Predictability, Protection and Growth in this exploration of the asset class and strategy.

THIS EVENT WAS CONDUCTED IN ENGLISH AND QUALIFIES FOR 45 MINUTES CPD

Our approach to global equities

Aviva Investors’ Global Equity Income  is a concentrated and high-conviction strategy, with relatively low holdings overlap with our peers. It aims to deliver an income yield of 125 per cent of the MSCI All Country World Index, while growing both capital and income. 

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:

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.

Protection

We aim to protect on the downside through a deep understanding of ESG* issues, balance sheet and valuation characteristics to offer resilience to clients.

Upside

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

*The investment manager always applies the Firm’s Baseline Exclusions Policy and any specific constraints within a prospectus or IMA, but any other ESG factors or risk considerations are adopted at the manager’s discretion.

Global Equity Income investment strategies

Aviva Investors Global Equity Income Strategy

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.

A decade’s worth of dividends

Richard Saldanha celebrated his tenth anniversary as lead portfolio manager of the Global Equity Income Strategy in November 2023. Here is the journey of the strategy over that decade.

Read more

Aviva Investors Global Equity Income: Strategy in brief

PDF 1.6 MB 10 pages

An income strategy targeting growth, diversification and resilience.

Key risks

For further information on the risks and risk profiles, please refer to the relevant KIID and Prospectus.

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.

Emerging markets risk

Compared to developed markets, emerging markets can have greater political instability and limited investor rights and freedoms, and their securities can carry higher equity, market, liquidity, credit and currency risk.

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.

Hedging risk

Any measures taken to offset specific risks will generate costs (which reduce performance), could work imperfectly or not at all, and if they do work will reduce opportunities for gain. 

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. 

Income risk

The investment objective of a strategy is to generate income, at times this may limit opportunities for capital growth.

Global Equity Income team

Explore all funds

Access key fund documentation and performance reports.

View Fund Centre

Need more information?

For further information, please contact our investment sales team.

Contact us

Equities views