Our approach

Drawing on our global investment expertise, the Aviva Investors Sustainable Income & Growth Fund aims to deliver five per cent gross income yield per annum and long-term capital growth (five years or more). We invest across a broad range of global asset classes and focus on long-term sustainability – both in terms of returns and ESG factors.

Unlike traditional multi-asset income funds, the fund is built from the bottom up, allowing us to be highly selective when looking for opportunities that can contribute to the outcome of the fund. It will not invest in securities with poor environmental, social & governance (ESG) scores, or companies linked to coal, tobacco, or controversial weapons. 

In search of sustainable income

Please enable your browser JavaScript to view the video

Benefits

By combining a bottom-up approach with a heritage in sustainable investing and real assets, we are able to create optimal multi-asset outcomes for income and income growth.

Natural income

High, consistent and natural income including dividends and coupons from multiple sources. The fund does not pay income from capital.

Capital growth

Propensity for long-term capital growth through active asset management and a high allocation to global equities and listed real assets.

Sustainability

We integrate ESG considerations at every stage of the investment process. This is achieved through screening, ESG analysis and engagement to drive better corporate behaviour.

Global diversification

Natural diversification benefits which accrue by investing across a broad range of asset classes and geographies, from the bottom up.

Key risks

For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.

Investment 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 and exchange rates. Investors may not get back the original amount invested.

Credit risk

Bond values are affected by changes in interest rates and the bond issuer's creditworthiness. Bonds that offer the potential for a higher income typically have a greater risk of default.

Emerging markets risk

The fund invests in emerging markets; these markets may be volatile and carry higher risk than developed markets.

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.

Finding sustainable income growers

Source: Aviva Investors, MSCI, February 2019, based on MSCI ACWI Index and holdings in Sustainable Income & Growth portfolio. Subject to change.

SIG graph
It's common for investors to frame their investment decisions in terms of either income or capital growth. The Aviva Investors Sustainable Income & Growth Fund aims to deliver both. A particularly useful characteristic for investors saving towards retirement, allowing them to compound returns towards retirement, and then in retirement to draw down the natural income while leaving their capital in place to grow over the long term.
Francois de Bruin, Fund Manager, Sustainable Income & Growth and Head of Listed Real Estate

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.

Contact us

Defying uncertainty in retirement

The unknowns of the future, complexity of investment markets and unique needs of every individual make ‘defying uncertainty’ a complicated problem for those looking to retire. For those saving toward retirement, and for those who might have already stepped out of paid employment, this paper introduces some of the obstacles that investors may face in achieving their objectives.

Read more
Image of an engine to represent the MAF tool

Multi-asset & multi-strategy views

RA19/0658/31052020