Our approach to global equities

Aviva Investors’ Global Equity Income  is a concentrated and high-conviction fund, 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:

Protection

We aim to protect the downside by understanding bottom-up company fundamentals with a strong emphasis on selecting mature businesses that offer resilience in changing environments.

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.

Upside

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

Global Equity Income investment funds

Aviva Investors Global Equity Income Fund (OEIC)

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 Global Equity Income Fund (SICAV)

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.

Fireside chat with our PMs: Navigating challenging markets with Global Equity Income

Watch this webcast with our team of experts from the Aviva Investors Global Equity Income strategy & learn how the team engineer portfolios, aiming to gain from market upside while still providing an element of resilience during challenging markets.

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Transcript  for video Fireside chat with our PMs: Navigating challenging markets with Global Equity Income

Watch this webcast with our team of experts from the Aviva Investors Global Equity Income strategy & learn how the team engineer portfolios, aiming to gain from market upside while still providing an element of resilience during challenging markets.

Aviva Investors Global Equity Income: Strategy in brief

PDF 1.6 MB 10 pages

An income strategy targeting growth, diversification and resilience.

Download

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.

Explore all funds

Access key fund documentation and performance reports.

View Fund Centre

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For further information, please contact our investment sales team.

Contact us

Global Equity Income team

  • Richard Saldanha

    Portfolio Manager, Global Equities

  • Edward Kevis

    Portfolio Manager, Global Equities

  • Betty Sanchez Torres

    Assistant Portfolio Manager

    • Equities views

    Explore our equities range

    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

    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

    UK equities

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

    Find out more  about UK equities

    Natural Capital Global Equity

    An equity strategy investing in companies supporting and benefiting from the transition to a nature-positive economy.

    Find out more  about Natural Capital Global Equity

    The Investment Manager endeavours to comply with the requirements of the UK Stewardship Code when managing the Funds’ assets. Stewardship is the responsible allocation, management and oversight of capital to create long-term value for investors leading to sustainable benefits for the economy, the environment and society. Environmental (particularly climate) and social factors, in addition to governance, have become material issues for fund managers to consider when making investment decisions and undertaking stewardship. The Investment Manager therefore considers a range of financial and non-financial information when assessing investments and to inform its stewardship activities, including considering the potential or actual material risk that sustainability issues may have on an investment. For more information on how the Investment Manager carries out this activity and meets the requirements of the UK Stewardship Code, as well as details about Aviva Investors’ firmwide policy, please see our website: Policies and documents - Aviva Investors

    SICAV also avaliable. View in Fund Centre.