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
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
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.
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.
Fund in focus
Multi-asset & multi-strategy
Calibrating cycles: Why life and market cycles don’t always align and what to do about it
30 Oct 2019
Markets and our personal finances rarely march to the same beat. In this piece, Francois de Bruin highlights some investment strategies for successfully navigating the retirement journey.
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.
Sustainable, bottom-up investing: Time for multi-asset investors to gain some perspective?
It could be time to reconsider the traditional, top-down approach to multi-asset investing. A detailed, bottom-up approach to income investing can bring greater certainty about outcomes and help investors set aside concerns about short-term volatility, as Francois de Bruin explains.
Read more about the fund
PDF 3.3 MB 18 pages
Aviva Investors Sustainable Income & Growth Fund - Transparency Code
PDF 787.8 KB 2 pages
Aviva Investors Sustainable Income & Growth Fund - ESG Report
PDF 5.2 MB 12 pages
Aiming to deliver sustainable income and sustainable outcomes
PDF 2.4 MB 10 pages
Defying uncertainty in retirement
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.
Explore our multi-asset & multi-strategy range
Aviva Investors Multi-Strategy (AIMS) Target Income
Designed to deliver absolute income by targeting consistent, sustainable income while also seeking to preserve capital.
Aviva Investors Multi-Strategy (AIMS) Target Return
Drawing on Aviva Investors’ global expertise, the outcome-oriented AIMS Target Return Fund aims to deliver long-term capital growth while managing volatility.
Aviva Investors Multi-Strategy (AIMS) Fixed Income
An outcome-oriented fixed income strategy with a focus on diversified sources of return and downside protection.
Multi-asset & multi-strategy views
COVID-19: This time is different?
3 Apr 2020
While the COVID-19 pandemic may be unlike anything financial markets have experienced before, the past still offers valuable lessons for investors trying to make sense of the crisis, explains Euan Munro.
COVID-19: When it comes to pandemics, investors should listen to the real experts
1 Apr 2020
In early February, with financial markets oblivious to medical experts’ warnings about the dangers posed by the coronavirus, Ian Pizer of Aviva Investors’ investment strategy team began to look into the medical research to learn more about the potential outcomes and the implications for the global economy and markets. What he discovered raises questions about financial market participants’ ability to react to issues they don’t fully understand.
Multi-asset allocation views: Embedding diversification in portfolios
31 Mar 2020
The impact of COVID-19 and policy measures taken by global authorities to contain it have erased the tentative signs of economic strength seen at the start of 2020. As the epidemic has advanced, the market response has been brutal. Sunil Krishnan reflects on how portfolio managers diversify multi-asset portfolios, and the extent to which these measures have been effective in the current round of volatility.
Treasuries: Defence in troubled times
26 Mar 2020
Correlation patterns between assets have not been behaving conventionally over the last month. Most notably, there have been periods when US Treasury yields have been rising (and their value falling) at the same time as equities have been selling off. Why have investors been abandoning safe-haven assets in the midst of the steepest market falls we have seen for 40 years?
RPI may be flawed, but changes shouldn’t cost pensioners and investors
16 Mar 2020
With the start of the consultation for proposed changes to the measurement of inflation in the UK, we look at the likely impact to asset classes, the assets most affected, and the key issues investors should be aware of.
Are investors too complacent about the coronavirus?
21 Feb 2020
In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.
Multi-asset allocation views: Why the bull run in global equities could continue
12 Feb 2020
Sunil Krishnan discusses the conditions for a continued rise in global equities, the potential of Japanese and US equities to outperform from a regional perspective, and some attractive features of emerging markets – particularly Brazil – which may have been overlooked.
Multi-asset allocation views: Uncertainty clouds the outlook for European assets
23 Jan 2020
Sunil Krishnan considers whether Europe can break out of its economic malaise and the factors investors should watch out for in 2020.
Multi-asset allocation views: The pros and cons of higher-yielding fixed income
16 Jan 2020
Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.
Multi-asset allocation views: Could Japan outperform other equity markets?
14 Jan 2020
Sunil Krishnan argues that low expectations among domestic and global investors are reflected in Japanese equity valuations, creating an opportunity for the asset class to play catch-up with the rest of the world.
Supply chain wars
14 Nov 2019
With the US and China locking horns, we take a deeper look at the tangled and complex web of multinational relationships in the global economic ecosystem.
In search of a free lunch
5 Nov 2019
Correlations between groups of assets and within individual asset classes have changed in unexpected ways thanks to a decade of easy monetary policy. Our portfolio managers tell us what impact this has had on the way they manage money.
Mind over matter: How we react to an inverted yield curve is more important than the inversion itself
30 Sep 2019
Determining whether an inverted yield curve signals a US or global recession continues to focus the minds of investors in 2019. Mark Robertson explains why our actions will matter more in determining whether a recession is on the horizon than what can be a misleading indicator.
Lagarde as ECB chief – independent but integrated?
22 Aug 2019
Christine Lagarde has been nominated to head the European Central Bank at a difficult time for monetary policy given growing fears of a recession in the euro zone. Despite much debate on her credentials, Stewart Robertson argues she is the right candidate for the job.
Trade tensions drive seismic shift in monetary policy outlook
9 Aug 2019
The last year has seen a dramatic shift in the outlook for global monetary policy. Although yields have already fallen sharply, US bonds still appear to offer value given the darkening economic storm clouds, argues Peter Fitzgerald.
Self-sufficiency for pension schemes: Keep on running?
28 May 2019
Boris Mikhailov and Matthew Graham look at the benefits and risks for pension schemes targeting self-sufficiency.