Investing in the climate transition
The scale and urgency of change needed to ensure global greenhouse gas emissions are aligned with a 1.5 degrees Celsius pathway will impact every part of the global economy.
Our Climate Transition Global Credit Fund invests in debt securities of companies driving fundamental changes toward a sustainable future. We invest with a dual objective, which we believe are equally important and positively aligned to deliver:
We look beyond company emissions to identify the winners from the transition across a broad range of sectors. First, we exclude more carbon-intensive fossil fuel companies. We then invest in debt securities of companies either mitigating or adapting to climate change or are transition- oriented, while leveraging our scale and influence to engage with portfolio companies. This approach can lead to the following investor benefits: profitable growth, resilience across market cycles and influencing positive outcomes.
The journey to net zero presents risks and opportunities across all sectors. Our focus on solutions and transition themes allows us to identify companies whose services and products deliver tangible climate outcomes. It also helps maximise the strategy’s opportunity set and potential to deliver consistent, long-term outperformance.
Climate investment strategy
Aviva Investors Climate Transition Global Credit Fund
This strategy lends to investment-grade companies globally either providing solutions to climate change or orientating their business models to a low-carbon economy, while avoiding the most carbon intense fossil fuel-based companies.
Evidencing how we are progressing against our sustainable outcomes objective
This report looks at the progress the fund has made in 2022, in delivering tangible sustainable outcomes for clients, across the companies invested in as well as through company engagement and macro stewardship.
Building resilient portfolios while supporting positive climate outcomes
Justine Vroman and Thomas Chinery explain how an understanding of climate risk can help in building a resilient global credit portfolio that also aims to support real-world change.
Aviva Investors Climate Transition Global Credit: Strategy in brief
The strategy has limited exposure to carbon-intense fossil fuels and invests in debt securities of a broad range of companies across sectors that are best positioned to benefit from the transition to a low-carbon world.
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
Climate change views
Explore our fixed income range
Emerging market debt
A range of emerging market debt strategies that invest across hard and local-currency markets.
Investment grade credit
A range of strategies that utilise portfolio construction to deliver attractive returns throughout the credit cycle.
A range of strategies that aim to capture the full potential of high yield bond markets while protecting to the downside.
A range of strategies offering the potential for uncorrelated returns, portfolio diversification and low volatility in either a long-only or absolute return context.
A strategy that aims to enhance returns on cash by investing in short-maturity, highly rated fixed-income securities where T+0 liquidity is deemed unnecessary.