Our approach

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 risk factors and active engagement with companies to promote higher and consistent long-term returns. 

Potential benefits

Our approach focuses on the following distinctive characteristics that aim to generate attractive, resilient total returns over the long term:

Predictability

A focus on predictable free cashflow compounding and sustained competitive advantages.

Protection

We aim to protect capital through a deep understanding of risk, balance sheet and valuation characteristics.

Upside

A high-conviction portfolio of companies we believe can grow at scale through market leadership.

Global Equity Endurance investment funds

Aviva Investors Global Equity Endurance Fund (SICAV)

A high conviction, low-turnover fund that seeks to generate attractive and resilient returns over the long term.

Key risks of global endurance strategies

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.

Currency risk

Change in currency exchange rates could reduce investment gains or increase investment losses. Exhange rates can change rapidly, significantly and unpredictably.

Emerging market risk

Investments can be made in emerging markets. These markets may be volatile and carry higher risk than developed markets.

Derivatives risk

Derivatives are instruments that can be complex and highly volatle, have some degree of unpredictability (especially in unusual market conditions), and can creates losses significantly greater than the cost of the derivative itself.

Illiquid securities risk

Certain assets held in the fund 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.

Concentration risk

The fund invests in a small portfolio of securities. Losses from a single investment may be more detrimental to the overall fund performance than if a larger number of investments were made.

Global Equity Endurance Fund managers

  • Max Burns

    Global Equities Portfolio Manager and Head of Equity Research

  • Richard Saldanha

    Portfolio Manager, Global Equities

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    Explore our equities range

    UK equities

    A diverse range of UK equity investment solutions backed by a highly experienced team of portfolio managers and a dynamic, forward-looking investment process.

    Find out more  about UK equities

    Global equities

    Our range of strategies is underpinned by a robust process designed to meet clients' objectives across capital growth and income.

    Find out more  about Global equities

    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.

    Find out more  about Global emerging market equities

    Equities views

    Note for UK Investors: This Fund is domiciled in Luxembourg and is authorised by the Commission de Surveillance du Secteur Financier (CSSF). The Fund is recognised in the UK under the Overseas Funds Regime but is not a UK-authorised Fund and therefore is not subject to UK sustainable investment labelling disclosure requirements. UK investors should be aware that they can make a complaint about the fund, its management company, or its depositary. However, complaints may not be eligible for resolution by the UK’s Financial Ombudsman Service and any claims for losses related to the management company or depositary will not be covered by the Financial Services Compensation Scheme (FSCS). UK investors should consider seeking their own financial advice before making any decisions to invest and refer to the scheme prospectus for further information.

    Important Information

    THIS IS A MARKETING COMMUNICATION

    Unless stated otherwise any opinions expressed are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as personalised advice of any nature. This document should not be taken as a recommendation or offer by anyone in any jurisdiction in which such an offer is not authorised or to any person to whom it is unlawful to make such an offer or solicitation. The legal documentation and the subscription documents should be read before an investment is made. Portfolio holdings are subject to change at any time without notice and information about specific securities should not be construed as a recommendation to buy or sell any securities. For Investors located in EU/EEA countries, the Prospectus and Key Information Document (‘KID’), as well as the latest annual and semi-annual reports of Aviva Investors SICAV are available, free of charge from the registered office of the fund located at 2 rue du Fort Bourbon .L-1249 Luxembourg, Grand Duchy of Luxembourg, or from www.eifs.lu/aviva-investors. The Prospectus is available in English. Where a sub-fund of Aviva Investors SICAV is registered for public distribution in a jurisdiction, a KID in the official language of that jurisdiction will be available. For investors located in France the Fund documentation is also available at the registered office of the local centralised agent: BNP Paribas Securities Services, 3 rue d’Antin, 75002 Paris, France. For investors located in Italy, the Fund documentation is available at the following local paying agents’ offices: • Allfunds Bank S.A.U, Milan Branch, via Bocchetto, 6, 20123 Milan, Italy • Société Générale Secrities Services S.p.A, Via Benigno Crespi 19/A, 20159 Milano, Italy • Banca Monte dei Paschi di Siena S.p.A., Piazza Salimbeni 3, 53100 Siena SI For investors located in Spain, the Fund documentation is available at the office of Allfunds Bank S.A.U., Calle de los Padres Dominicos 7, 28050 Madrid, Spain. For investors located in Switzerland, the Fund documentation is available at the Swiss representative’s office BNP PARIBAS, Paris, Zurich branch, Selnaustrasse 16, 8002 Zurich, Switzerland. For Investors located in United-Kingdom, the Fund documentation is also available at the UK facilities agent registered office: Aviva Investors Global Services Limited, 80 Fenchurch Street, London, EC3M 4AE, United Kingdom. Where relevant, information on our approach to the sustainability aspects of the fund and the Sustainable Finance disclosure regulation (SFDR) including policies and procedures can be found on the following link: https://www.avivainvestors.com/en-gb/capabilities/sustainable-finance-disclosure-regulation/ In Europe this document is issued by Aviva Investors Luxembourg, acting as the Management Company of the fund, with its registered office located 2 rue du Fort Bourbon, L-1249 Luxembourg, Grand Duchy of Luxembourg. Aviva Investors Luxembourg is supervised by the Commission de Surveillance du Secteur Financier, R.C.S Luxembourg B25708. In the UK this document is issued by Aviva Investors Global Services Limited, registered in England and Wales No. 1151805, with its registered office located at 80 Fenchurch Street, London, EC3M 4AE. Aviva Investors Global Services Limited is authorised and regulated by the Financial Conduct Authority. Firm Reference No. 119178. In Switzerland, this document is issued by Aviva Investors Schweiz GmbH.