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.
Sustainable Income & Growth team
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.
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
Aviva Investors Multi-Strategy (AIMS) Target Income
Designed to deliver absolute income by targeting consistent, sustainable income while also seeking to preserve capital.
Aviva Investors Multi-Strategy (AIMS) Target Return
Drawing on Aviva Investors’ global expertise, the outcome-oriented AIMS Target Return Fund aims to deliver long-term capital growth while managing volatility.
Aviva Investors Multi-Strategy (AIMS) Fixed Income
An outcome-oriented fixed income strategy with a focus on diversified sources of return and downside protection.
Multi-asset & multi-strategy views
The clockmaker and the longitude problem: A lesson for investors in bottom-up problem solving
25 Aug 2020
Bottom-up thinking is not a typical hallmark of multi-asset investing. However, Francois de Bruin believes the granularity that comes from this approach offers useful diversification and risk benefits.
COVID-19: Can a lasting recovery happen without a vaccine?
21 Aug 2020
With the notable exception of China, countries around the world have struggled to get their economies firing on all cylinders without COVID-19 infections flaring up again. Until a way to contain the virus is found, recoveries are likely to remain stop-start and fragile, argue Ian Pizer, Mark Robertson and Sunil Krishnan.
COVID-19 and antimicrobial resistance: The next health crisis?
19 Aug 2020
As the world grapples with COVID-19, antibiotics used to treat serious secondary bacterial infections associated with the coronavirus are making their way into wastewater with potentially dire consequences. Abigail Herron questions whether investors appreciate the seriousness of what antimicrobial resistance could lead to.
Multi-asset allocation views: What we can learn from earnings season
14 Aug 2020
Investors have faced several surprises during Q2 earnings season. Sunil Krishnan discusses what the current results round means for multi-asset investors over the coming months.
Education, entrepreneurship and biological age: An interview with Andrew Scott
6 Aug 2020
In part two of our interview with Professor Andrew Scott from London Business School, we look at how policy will shift to take account of people living for longer and how service providers will respond.
Longevity, policy and technology: An interview with Andrew Scott
6 Aug 2020
Living longer brings enormous opportunities to reshape how we spend our time. But in the first of a two-part interview, Andrew Scott from London Business School explains how advances in longevity and technology have not been matched by innovation in social structures or our approach to financial planning.
Multi-strategy investing and the COVID crash: Resilience and redemption?
29 Jul 2020
The COVID-19 pandemic has brought many things into focus, reminding investors of the shock of a market crash. With bond and equity prices already back at levels that seem to belie the harsh economic reality, Peter Fitzgerald and Mark Robertson believe it could be time to reconsider absolute return multi-strategy investing once more.
The risks on the savings and retirement journey
21 Jul 2020
COVID-19 has caused significant volatility in financial markets, creating headaches for defined contribution pension schemes seeking to deliver robust outcomes. Overcoming this requires a full map of risks along the savings and retirement journey, argues Francois de Bruin.
Multi-asset allocation views: Finding opportunities in the crisis
16 Jul 2020
Despite uncertainty around lockdown exits and economic recovery, the role of a fund manager is to explore hidden opportunities as well as protect capital. Sunil Krishnan discusses why investment-grade credit and European assets could fit the bill for multi-asset portfolios.
Multi-asset allocation views: How long will the COVID-19 damage last?
26 Jun 2020
Nearly three months after COVID-19 caused markets to crash and sent countries across the globe into lockdown, debates continue over what the post-COVID world will look like and the extent of the long-term damage. Sunil Krishnan remains cautious.
What do rising US-China tensions mean for global markets?
24 Jun 2020
In the latest instalment of our editorial series, Link, Aviva Investors experts discuss the prospects for financial markets and the world economy in the face of escalating hostilities between the US and China.
Defined Benefit pensions de-risking: A covenant and investment view
23 Jun 2020
In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.
Cinderella science? Why portfolio construction holds the key to resilient investment outcomes
9 Jun 2020
It is one thing to have a good investment idea, but quite another to extract the maximum potential from that idea and combine it with others to create an optimal portfolio. This is where portfolio construction comes in.
Where to go in an income drought?
9 Jun 2020
Income investors face multiple challenges – dividend cuts, historically low yields, rising corporate defaults, and an uncertain property market. Francois de Bruin goes in search of sustainable income sources.
COVID-19: This time is different?
3 Apr 2020
While the COVID-19 pandemic may be unlike anything financial markets have experienced before, the past still offers valuable lessons for investors trying to make sense of the crisis, explains Euan Munro.
COVID-19 and a brief history of emerging market debt drawdowns
2 Apr 2020
The scale and speed of COVID-19’s impact on global financial markets has caused emerging market debt returns to decline at a pace not seen since the global financial crisis. However, history suggests the recovery of the asset class may also turn out to be quick.