Our approach to global equities

The Aviva Investors’ Global Equity Income Fund is a high-conviction investment that aims to deliver a sustained income greater than the MSCI All Country World Index, while increasing its value over the long-term. 

We look at a broader opportunity set and focus on companies that fall outside of traditional income sectors, meaning our approach can complement existing global equity holdings, as well as offering clients a compelling standalone holding in their portfolios. 

Potential benefits

Our differentiated approach to equity investing is underpinned by the following components and benefits:

Protection

We aim to protect the downside by understanding bottom-up company fundamentals with a strong emphasis on selecting mature businesses that offer resilience in changing environments.

Predictability

We focus on companies that offer predictable free cash flow to help deliver resilient income through periods of market stress and changes in the economic cycle.

Upside

We focus outside traditional income sectors, aiming to maximise potential growth, in both income and capital, through market cycles.

Global Equity Income investment funds

Aviva Investors Global Equity Income Fund (SICAV)

A concentrated, high-conviction fund that focuses on a diverse range of opportunities outside of the traditional income sectors and aims to deliver growth as well as a yield higher than its performance benchmark.

Fireside chat with our PMs: Navigating challenging markets with Global Equity Income

Watch this webcast with our team of experts from the Aviva Investors Global Equity Income strategy & learn how the team engineer portfolios, aiming to gain from market upside while still providing an element of resilience during challenging markets.

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Transcript  for video Fireside chat with our PMs: Navigating challenging markets with Global Equity Income

Watch this webcast with our team of experts from the Aviva Investors Global Equity Income strategy & learn how the team engineer portfolios, aiming to gain from market upside while still providing an element of resilience during challenging markets.

Aviva Investors Global Equity Income: Strategy in brief

PDF 1.6 MB 10 pages

An income fund targeting growth, diversification and resilience.

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Key risks

For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.

Investment & currency risk

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 exchange rates. Changes in currency exchange rates could reduce investment gains or increase investment losses. Exchange rates can change rapidly, significantly and unpredictably. Investors may not get back the original amount invested.

Emerging markets risk

Compared to developed markets, emerging markets can have greater political instability and limited investor rights and freedoms, and their securities can carry higher equity, market, liquidity, credit and currency risk.

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.

Hedging risk

Any measures taken to offset specific risks will generate costs (which reduce performance), could work imperfectly or not at all, and if they do work will reduce opportunities for gain. 

Illiquid securities risk

Certain assets held in the strategy 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. 

Income risk

The investment objective of a strategy is to generate income, at times this may limit opportunities for capital growth.

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.

Operational risk

Human error or process/system failures, internally or at our service providers, could create losses for the Fund.

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 may fluctuate depending on which investment opportunities the Investment Manager identifies. This means that the fund is exposed to Sustainability Risk which may impact the value of investments over the long term.

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For further information, please contact our investment sales team.

Contact us

Global Equity Income Fund team

  • Richard Saldanha

    Portfolio Manager, Global Equities

  • Edward Kevis

    Portfolio Manager, Global Equities

  • Betty Sanchez Torres

    Assistant Portfolio Manager

    • Equities views

    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.