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. We 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.
AI Elements is the Aviva Investors in-house ESG score. It reflects the environmental, social and governance credentials of the corporate or sovereign issuer to which it is applied, where one equates to weaker credentials and ten to stronger ones.
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
Defying uncertainty in retirement
29 Jul 2020
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?
29 Jul 2020
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.
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.
Read more about the fund
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
Listening to your requirements, we harness global expertise across asset classes to create well-diversified portfolios designed to meet your needs.
Multi-asset & multi-strategy views
Multi-asset allocation views: Emerging themes for portfolio diversification
22 Sep 2021
Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.
No more command and control: To deliver for clients, asset managers need to be agile
12 Aug 2021
Asset managers need to dismantle hierarchies and promote diversity of thought if they are to future-proof their businesses. They can learn valuable lessons from tech companies, military leaders and even ancient philosophers, writes Apiramy Jeyarajah.
Multi-asset allocation views: Moving short on duration
16 Jul 2021
A strong economic recovery and continued reflationary bias from the Federal Reserve could push long-dated yields higher on US Treasuries, says Sunil Krishnan.
The rise of retail investors
17 Jun 2021
Individual investors have long been derided for buying and selling investments at the worst possible moment. But recent events suggest this characterisation is outdated.
For richer, for poorer? Post-COVID economic fortunes likely to diverge
15 Jun 2021
The global economy looks to be recovering from the COVID-19 outbreak faster than once seemed likely. However, a big divergence in prospects is emerging between richer and poorer nations.
A tale of two hemispheres: Economic recovery from COVID-19
26 May 2021
While much of the developed world appears to be on the road to recovery, aided by the rapid roll-out of vaccines, the outlook for many poorer countries is far less favourable, says Ian Pizer.
Multi-asset allocation views: Equities on a style merry-go-round
18 May 2021
Although economic growth, operating leverage and valuations support equities, it is too early to tell whether value stocks are finally set to make a comeback, says Sunil Krishnan.
Income: A dangerous love affair
11 May 2021
Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors.
David takes on Goliath: Retail investors show they are a force to be reckoned with
28 Apr 2021
Recent events have shown the increasing influence of retail investors, although long-term financial success will continue to depend on making the right fundamental calls, argues Peter Fitzgerald.
Multi-asset allocation views: Loose policy doesn’t rule out a steeper curve
15 Apr 2021
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.
Lean on me: How can bond investors influence government climate action?
25 Mar 2021
The coronavirus epidemic has further accelerated the rise of ESG into the investment mainstream. As deficits skyrocket, bond investors have an opportunity to engage with governments on climate change, argues Thomas Dillon.
Why it is getting harder to assess value in financial markets
19 Mar 2021
Massive intervention by central banks and governments in recent years has left investors struggling to value financial assets.
The new struggle for global supremacy could disrupt financial markets
17 Mar 2021
China’s economic rise threatens US supremacy and the global economic and financial order built up since 1945.
Zero rates: Too much of a good thing?
9 Mar 2021
The inexorable rise in asset prices caused by the seemingly never-ending era of monetary easing is calling into question long-held investment beliefs, as members of our multi-asset & macro and equities teams explain.
From crisis comes opportunity: What’s normal now?
2 Mar 2021
Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.
Multi-asset allocation views: Room to grow
16 Feb 2021
The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.