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.
Our range of global equity strategies aims to deliver resilient capital growth, income and sustainable outcomes.
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
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.
Strategies in focus
Global Equity Income Fund
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 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.
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.
A diverse range of UK equity investment solutions backed by a highly experienced team of portfolio managers using dynamic, forward-looking investment process.
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.
Social Transition Global Equity Fund
An equity strategy seeking positive social outcomes and long-term capital growth.
Global Equities team
Global Equities Portfolio Manager & Head of Equity Research
Head of Equities
Managing Director Global Equities
Senior Portfolio Manager
Senior Portfolio Manager
Portfolio Manager, Global Equities