Our approach

We look to gain an investment edge that is analytical and behavioural in nature. Being long term in outlook, concentrated and fundamentally driven allows us to ask the right questions. 

We invest in what we consider to be the best businesses regardless of sector or geography, with high-conviction ideas driven by bottom-up stock selection and fundamental analysis. As a result of allocating risk budget to our highest-conviction ideas, we tend to exhibit low correlations with other global equity strategies.

We actively seek to minimise downside risk through our cashflow focus, deep understanding of risk factors and active engagement with companies to promote higher and consistent long-term returns. This is typically reflected in an attractive capture ratio – aiming to match the market on the way up, but significantly outperform it on the way down.

Potential benefits

Our approach focuses on the following distinctive characteristics that can generate attractive, resilient total returns over the long term:

Predictability

A focus on predictable free cashflow compounding and sustained competitive advantages.

Protection

We aim to protect capital through a deep understanding of risk, balance sheet and valuation characteristics.

Upside

A high-conviction portfolio of companies we believe can grow at scale through market leadership and network effects.

Global Equity Endurance investment funds

Aviva Investors Global Equity Endurance Fund (SICAV)

A high conviction, low-turnover fund that seeks to generate attractive and resilient returns over the long term.

Key risks of global endurance strategies

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.

Currency risk

Change in currency exchange rates could reduce investment gains or increase investment losses. Exhange rates can change rapidly, significantly and unpredictably.

Equities risk

Equities can lose value rapidly, can remain at low prices indefinately, and generally involve higher risks - especially market risk - than bond or money market instruments. Bankruptcy or other financial restructuring can cause the issuer's equities to lose most or all of their value.

Markets risk

Prices of many securities (including bnds, equities and derivatives) change continuously, and can at time fall rapidly and unpredictably.

Counterparty Risk

The Fund could lose money if an entity with which it does business becomes unwilling or is unable to meet its obligations to the Fund.

Derivatives risk

Derivatives are instruments that can be complex and highly volatle, have some degree of unpredictability (especially in unusual market conditions), and can creates losses significantly greater than the cost of the derivative itself.

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.

Stock Connect Risk

The Fund may be investing in China A-Shares via the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect which may entail additional clearing and settlement, regulatory, operational and counterparty risks.

Sustainability Risk

The level of sustainability risk to which the Fund is exposed. and therefore the value of its investments, may fluctuate depending on the investment opportunities identified by the Investment Manager.

Global Equity Endurance Fund managers

  • Max Burns

    Global Equities Portfolio Manager and Head of Equity Research

  • Richard Saldanha

    Portfolio Manager, Global Equities

  • Temidayo Oni-Iyiola

    Global Equity Analyst, Assistant Portfolio Manager

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    Access key fund documentation and performance reports.

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    Note for UK Investors: This Fund is domiciled in Luxembourg and is authorised by the Commission de Surveillance du Secteur Financier (CSSF). The Fund is recognised in the UK under the Overseas Funds Regime but is not a UK-authorised Fund and therefore is not subject to UK sustainable investment labelling disclosure requirements. UK investors should be aware that they can make a complaint about the fund, its management company, or its depositary. However, complaints may not be eligible for resolution by the UK’s Financial Ombudsman Service and any claims for losses related to the management company or depositary will not be covered by the Financial Services Compensation Scheme (FSCS). UK investors should consider seeking their own financial advice before making any decisions to invest and refer to the scheme prospectus for further information.