Aviva Investors launches Sustainable Income and Growth Fund

(London) – Aviva Investors, the global asset management arm of Aviva plc (‘Aviva’), today launches a multi-asset fund to help deliver long-term sustainable income for people planning their retirement.

The Aviva Investors Sustainable Income and Growth Fund is a global, bottom-up vehicle that aims to provide 5 per cent natural income with long-term capital growth from a portfolio of 80 to 120 securities drawn from over 25,000 names in the MSCI All Country World Index and the Bloomberg Barclays Global Aggregate Bond Index.

Fund manager Francois de Bruin and the investment team will seek to improve the sustainability of holdings through engagement and proxy voting.

Francois De Bruin, Fund Manager, Aviva Investors Sustainable Income and Growth, said:

Companies will be selected on the basis of sustainable business models and underlying revenue streams, with an emphasis on cash flows to deliver compounding interest over time. By focusing on assets likely to generate dividends and coupons during draw down, rather than selling shares for income, the Fund will help mitigate the risk of permanent loss of capital when markets are depressed.”

De Bruin is supported by a core investment team of Mirza Baig, Head of Governance, Anton Kerkenezov, Emerging Market Debt Fund Manager, and Cyril Martin, Head of Aviva Insurance Solutions. Mikhail Zverev, Head of Global Equities, Richard Saldanha, Global Equity Income Fund Manager, Alistair Way, Head of Emerging Markets Equities, Jonathan Toub, Emerging Market Equity Income Fund Manager, Kevin Matthews, Head of Global High Yield, and Sunita Kara, Global High-Yield Fund Manager, will also provide expertise to the Fund.

TJ Voskamp, Global Head of Wholesale, Aviva Investors, said:

“In our discussions with clients, there are two themes that always inform the conversation: the need for sustainable income that can be delivered smoothly over the long-term and investing with a responsible focus. This new fund looks to achieve both and draws on the combined experience of cross-asset investment professionals.”

For more information contact:

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Victoria Howley

Media Relations Manager

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Laura Cocker

Media Relations Manager

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Steve Ainger

Media Relations Manager

Important Information

The information and opinions contained in this document are for use by the financial press and media only. No reliance may be placed for any purpose on the information or opinions contained in this document nor should they be seen as advice.  

The press release is provided on the basis that Aviva Investors Global Services Limited is not causing the communication of a financial promotion under exemption of the Financial Promotion Order, as Aviva Investors Global Services Limited has no control over the way in which an article based on this press release is prepared and published by the financial press and media. 

Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (“Aviva Investors”) as at 4 July, 2019.  Unless stated otherwise any views, opinions expressed are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature.  The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested. 

Issued by Aviva Investors Global Services Limited, registered in England No. 1151805.  Registered Office: St Helen's, 1 Undershaft, London, EC3P 3DQ   Authorised and regulated by the Financial Conduct Authority.

Aviva Investors

Aviva Investors is the global asset management business of Aviva plc. The business delivers investment management solutions, services and client-driven performance to clients worldwide. Aviva Investors operates in 14 countries in Asia Pacific, Europe, North America and the United Kingdom with assets under management of £331 billion as at 31 December 2018.

AVIVA PLC

  • Aviva provides life insurance, general insurance, health insurance and asset management to 33 million customers.
  •  In the UK we are the leading insurer serving one in every four households and have strong businesses in selected markets in Europe, Asia and Canada. Our shares are listed on the London Stock Exchange and we are a member of the FTSE100 index.  
  • Aviva’s asset management business, Aviva Investors, provides asset management services to both Aviva and external clients, and currently manages £331 billion in assets. Total group assets under management at Aviva group are £490 billion.
  • Aviva helps people save for the future and manage the risks of everyday life; we paid out £34.6 billion in benefits and claims in 2017.
  • By serving our customers well, we are building a business which is strong and sustainable, which our people are proud to work for, and which makes a positive contribution to society.