Our approach

We offer a range of active UK equity solutions to meet our clients’ needs. Our experienced team apply a common investment philosophy and process across our fund range, underpinned by a structured sector approach and high levels of company access. The team also incorporate an assessment of environmental, social & governance (ESG) factors, and draws on the expertise of other investment teams across the firm. Our portfolios are driven by the teams’ highest conviction stock ideas, supported by high levels of corporate engagement and rigorous risk oversight.

Benefits

Our UK equity funds aim to capture the capital growth and income opportunities that abound in the UK stock market. We offer differentiated, results-orientated strategies that emphasise risk-adjusted returns.

Active

We offer clients a differentiated, dynamic and forward-looking proposition where portfolios take meaningful, active positions relative to their benchmark.

Experienced

Members of our UK equity team average 16 years’ investment experience with three senior fund managers having over 90 years in the industry between them (Source: Aviva Investors, 30 June 2018).

Responsible

ESG factors form a core part of our investment decision-making process. Our scale in UK equities means we can actively engage with the companies we invest in to promote positive change.

Key risks

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. Investors may not get back the original amount invested.

UK equity strategies

Aviva Investors
UK Listed Equity Unconstrained Fund

A best-ideas strategy that aims for long-term capital growth through a high conviction unconstrained investment style providing the freedom to invest in companies of any size, and at any stage of the business cycle.

Aviva Investors
UK Equity Income Fund

A strategy that employs a dynamic bottom-up investment process focusing on generating long-term capital growth and a yield that is higher than the FTSE All-Share Index.

Aviva Investors
UK Listed Equity High Alpha Fund

A strategy that aims to outperform the FTSE All-Share and utilises insights from the wider Aviva Investors investment teams, including a focus on recovery, special situations and contrarian investment ideas.

Aviva Investors
UK Listed Small and Mid-Cap Fund

A strategy with a dedicated focus on both small and mid-cap equities which adopts a stock-driven rather than a style-driven investment approach.

Aviva Investors
UK Smaller Companies Fund

A strategy with a high-conviction approach to investing in smaller companies (likely to have a market capitalisation of less than £1bn).

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.

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