Our approach
Our experienced team apply a rigorous stock-driven investment approach. We have a particular focus on shifting company fundamentals that we believe are mispriced by market consensus. The team works at the centre of the network of over 40 equity investment professionals, incorporates an assessment of environmental, social & governance (ESG) factors, and draws on the expertise of credit and macro investment teams across the firm. Our portfolios are driven by the teams’ highest conviction stock ideas supported by high levels of corporate engagement and rigorous risk oversight.
Benefits
Our range of global equity funds aims to deliver capital growth, income and responsible investment outcomes for our clients.
Key risks
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
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.
Strategies in focus
Climate Transition Equities
A range of strategies investing in companies that can play a major role in the transition to a low-carbon world.

Global Equity Unconstrained Fund
Seeks to generate consistent long-term returns by investing in a concentrated, style-agnostic portfolio of global stocks.

Global Equity Endurance Fund
A strategy that offers a fresh approach to global equity investing.

Need more information?
For further information, please contact our investment sales team.
Explore our equities range
Equities views

What a carve up! The future of the internet
22 Jan 2021
Commercial and geopolitical forces are threatening to fracture the internet into competing regimes, making it harder for companies to operate across borders and potentially limiting their growth. We explore the implications for investors.
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The tough arithmetic of #neversell stocks
19 Jan 2021
Over recent years, a group of established companies have traded at relatively high valuations for their robust competitive advantages and consistent growth records. But in a competitive economy, investors should not assume this will continue indefinitely, warns Giles Parkinson.
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Our annual letter to company chairpersons
15 Jan 2021
As part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2021 letter.
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Issuance, support from equities and volatility: The outlook for convertible bonds in 2021
18 Dec 2020
Shawn Mato, convertible bond fund manager, picks three themes that could have a big say in how the asset class performs in 2021.
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Recovery, divergence and externalities: The outlook for global equities in 2021
15 Dec 2020
Giles Parkinson, global equities portfolio manager at Aviva Investors, looks at three themes that will shape the asset class in 2021.
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Reversal of fortunes, Brexit and dividends: The outlook for UK equities in 2021
11 Dec 2020
Trevor Green, UK equity portfolio manager at Aviva Investors, picks three themes that could have a big say in how the asset class performs in 2021.
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Selectivity, sanctions and decarbonisation: The outlook for emerging market equities in 2021
11 Dec 2020
Alistair Way, head of emerging market equities at Aviva Investors, looks at three themes that will shape the asset class in 2021.
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COVID, climate and Black Lives Matter: The stories that defined 2020
10 Dec 2020
We select some of our key pieces of content in a year of unending drama.
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Chemical compounds: The good, the bad and the ugly
9 Dec 2020
After decades of secrecy, light is increasingly being shone on the potentially hazardous compounds produced by chemical companies. In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and ESG teams discuss the prevalence of chemicals in modern life, and how to balance usefulness and safety.
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Pricing power is the magic ingredient for equity investors
27 Nov 2020
Evidence that a company wields pricing power in its industry is the best indication of a sustainable competitive advantage, argues Giles Parkinson.
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Once bitten, twice shy: Is there value in tech by avoiding the FAANGs?
30 Oct 2020
The gravity-defying rally in technology shares has led some commentators to draw comparisons with the dot.com bubble of the late 1990s. However, Mikhail Zverev and Alistair Way believe there are still opportunities to be found in some of the sector’s less-fashionable stocks.
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US Election 2020: Expect the unexpected
29 Oct 2020
As the US presidential election looms, we explore potential scenarios – from a Democratic “blue sweep” to a Trump re-election to a divided government – and assess the implications for investors.
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Turn and face the change: How to invest dynamically in an uncertain world
21 Oct 2020
Equity markets are slow to price in the implications of change. This creates opportunities for dynamic, style-agnostic investors to take advantage, argue Caroline Galligan and David Cumming.
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Don’t feed the troll: Social media companies face reckoning over hate speech
28 Sep 2020
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
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Investing in the gut: Fixing the bacterial bugs in our microbiome
21 Sep 2020
COVID-19 has intensified interest in the human microbiome, as researchers contemplate whether bacteria living in the gut might affect susceptibility to infection. Drawing on our experience in public markets and Ahren Innovation Capital’s knowledge of private markets, we look at the companies making strides in live biotherapeutics, using ‘bugs as drugs’, and key challenges that need to be overcome.
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Why limit yourself? The benefits of style-agnostic investing
16 Sep 2020
Investors wanting to consistently exploit market inefficiencies should leave style biases behind, argues Mikhail Zverev.
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