Our approach to global equities
Our experienced team applies a rigorous stock-driven investment approach. We have a particular focus on shifting company fundamentals we believe are mis-priced. Our long-term investment process seeks to build portfolios with high active shares, taking into consideration environmental, social and governance (ESG)* factors to enhance long-term value. We also offer sustainable transition equity solutions relating to climate change, social outcomes and natural capital.
Our portfolios are driven by high-conviction stock ideas supported by active corporate engagement and rigorous risk oversight. The team works at the centre of the network of over 25 equity investment professionals and draws on the expertise of investment teams across the firm.
Potential benefits
Our range of global equity strategies aims to deliver resilient capital growth, income and for our range of transition equity solutions, sustainable outcomes.
High-conviction
Portfolio construction is designed to deliver enhanced returns through stock selection.
Building in responsibility
Aiming to future proof portfolios against long-term sustainability risks while contributing to a more sustainable future.
Superior returns
We break down asset class silos to gain deeper insight, leading to better informed investment decisions.
*The investment manager always applies the Firm’s Baseline Exclusions Policy and any specific constraints within a prospectus or IMA, but any other ESG factors or risk considerations are adopted at the manager’s discretion.
Key risks
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
Investment/objective risk
The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.
Currency risk
The funds may be exposed to different currencies. Derivatives are used to minimise, but may not always eliminate, the impact of movements in currency exchange rates.
Emerging markets risk
Investments can be made in emerging markets. These markets may be volatile and carry higher risk than developed markets.
Derivatives risk
Investments can be made in derivatives, which can be complex and highly volatile. Derivatives may not perform as expected, meaning significant losses may be incurred. Derivatives are instruments that can be complex and highly volatile, have some degree of unpredictability (especially in unusual market conditions), and can create losses significantly greater than the cost of the derivative itself.
Illiquid securities risk
Some investments could 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 can be volatile.
Concentration risk
Investments can be made in a small portfolio of securities. Losses from a single investment may be more detrimental to the overall performance than if a larger number of investments were made.
Strategies in focus
Global Equity Income Strategy
A concentrated and high-conviction strategy that aims to deliver an income yield of 125 per cent of the MSCI All Country World Index, while growing both capital and income.
Global Equity Endurance Fund
A high conviction, low-turnover portfolio focused on achieving resilient returns over the long term.
Global equity strategies
Aviva Investors Global Equity Endurance Fund
A strategy that aims to achieve resilient returns over the long-term through a high-conviction, low-turnover portfolio of global companies that can deliver sustained growth through the economic cycle.
Aviva Investors Global Equity Income Fund
A concentrated, high-conviction strategy that focuses on a diverse range of opportunities outside of the traditional income sectors and aims to deliver growth as well as a yield that is 1.25x higher than the MSCI ACWI.
Aviva Investors Climate Transition Global Equity Fund
This strategy aims to deliver long-term capital growth by investing in companies globally that either provide solutions to climate change or orientate their business models to a low-carbon economy, while avoiding the most carbon intense fossil fuel-based companies.
Aviva Investors Natural Capital Transition Global Equity Fund
This strategy aims to deliver long-term capital growth by investing in companies globally that either provide solutions to reduce biodiversity loss or are transitioning their business models to manage their impact on nature, while avoiding those that do not meet minimum environmental criteria.
Aviva Investors Social Transition Global Equity Fund
This strategy aims to deliver long-term capital growth by investing in companies globally that either provide solutions to social inequality or transitioning their business models to manage their social impact, while avoiding those that do not meet minimum social criteria.
Need more information?
For further information, please contact our investment sales team.
Explore our equities range
Global Equities team
Max Burns
Global Equities Portfolio Manager & Head of Equity Research
Richard Saldanha
Senior Portfolio Manager
Jonathan Toub
Portfolio Manager, Global Equities
Julie Zhuang
Portfolio Manager, Global Equities
Matt Kirby
Portfolio Manager & Equities Analyst
Francois de Bruin
Portfolio Manager, Global Equities
Equities views
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Multi-asset allocation views: Where next for markets after the summer storms?
9 Oct 2024
Volatility returned to markets in the third quarter of the year. While the short-term drivers are not unduly worrying, Sunil Krishnan argues multi-asset investors will need to be watchful over the medium term.
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Equity income megatrends: Four themes reshaping the landscape for income investors
9 May 2024
In this article, Richard Saldanha takes a look at four megatrends that are likely to transform companies and markets over the coming years, and how they might create opportunities for equity investors.
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Tech’s tightening grip: What rising US stock concentration means for equity investors
8 Apr 2024
Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argue Richard Saldanha and Joao Toniato.
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The war on bugs: Climate change contributes to growth in the pest-control industry
13 Mar 2024
Pest control has become a growing priority for city residents and authorities all year round, as rising temperatures and other factors boost the populations of many pest species. But in creating adaptation solutions, the sector could also represent a long-term investment opportunity.
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From cash rich to cash strapped? Why the US consumer boom could run out of road
24 Nov 2023
Our investment teams explain why buoyant US consumer spending will have to weaken eventually. That could pose problems for debt-laden consumer-facing companies.
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Softly does it? A Q&A with Peter Fitzgerald and Ian Pizer
24 Oct 2023
The managers of the AIMS Target Return strategy explain why the prospects for a range of asset classes suddenly look much brighter.
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China versus the West:The ongoing rise of economic nationalism
2 Oct 2023
The US and China continue to trade blows as each side looks to limit the other’s access to vital products. With industrial policies also making a comeback, companies are having to navigate a rapidly changing business environment. We look at the key implications for investors.
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Multi-asset allocation views: Cutting through the noise
26 Sep 2023
Issues around US tech, China, US Treasuries and Japanese monetary policy have hit the headlines in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.
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Tipping points and transformation: Getting on the right side of change
16 Aug 2023
Rapid changes in the global economy could tip some sectors into low-carbon phases faster than incumbents expect, with important investment implications.
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Defensive sectors offer value amid AI frenzy: What next for global equity income investors?
7 Aug 2023
Dividends proved resilient in the first half of 2023. Richard Saldanha considers what the rest of the year might have in store for income investors.
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Supercharge me: The power of network effects
5 Jul 2023
Network effects can boost a company’s growth and build durability – when combined with other strengths, argues Francois de Bruin.
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What does the data say? Three charts for multi-asset investors
19 Jun 2023
We take a visual approach to explain what’s happening with the US debt ceiling, LVMH and gold.
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Buy it or build it: Why innovation is key in healthcare
1 Jun 2023
Healthcare is a dynamic industry, but patent expiries from 2025 and drug-price reform in the US pose challenges. Innovation will be key for continued success, as experts from our credit, equity and ESG teams explain.
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Fragilities exposed as cheap money disappears
5 May 2023
Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.
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Theory of reflexivity: How share prices can influence companies’ intrinsic value
12 Apr 2023
When markets fall, equity investors should become more constructive on the prospects for future returns. However, as prices fall, intrinsic value may be influenced. Discerning which factors drive this could help investors capitalise and avoid getting caught in value traps.
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Boom! Shake the gloom? Does China’s reopening mark a new beginning?
29 Mar 2023
China looks set for a rapid economic rebound in the first quarter after finally abandoning its zero-COVID policy. But will the recovery prove temporary as longer-term dynamics reassert themselves?