Delivering positive environmental outcomes

Biodiversity loss is one of the greatest sustainability issues of our time. The natural world – defined as all living things, air, water, geology, and soil – underpins our whole existence. 

The risks associated with the erosion of nature are frequently overlooked by investors, often resulting in the mispricing of companies that have significant impact or dependencies on nature. In theory, we believe companies that establish good practices in addressing their impact on the planet should achieve stronger earnings growth and superior shareholder returns over the long term.

Our Sustainable Transition Fund range targets opportunities linked to the United Nations Sustainable Development Goals that support and accelerate the transition to a sustainable future. Through the Natural Capital Transition Global Equity Fund, we invest in and engage with companies that are driving fundamental changes to support the transition to a nature positive economy. We take a unique and innovative approach to address the needs of investors seeking two objectives:

Long-term capital growth

Positive impact on nature

Our approach

Addressing biodiversity loss requires systemic change. We go beyond a simple solutions approach and aim to maximise our potential to deliver capital growth and impact objectives. We try to avoid significant harm by excluding companies involved in harmful practices, invest in companies providing solutions that reduce the harm caused by human activities to nature, and invest and engage with transition-oriented companies managing their impact on nature to drive further positive change.

Transition

Our proprietary transition framework helps us identify winners from the transition to a nature positive economy across a wider opportunity set. This approach results in a high conviction portfolio diversified across sectors and geographies.

Alpha

A change-driven, style-agnostic equity investment philosophy that generates alpha by identifying opportunities the market has mispriced.

Impact

We use our scale and influence to drive positive change in companies through targeted engagement plans with clear escalation pathways. We also play a leading role in tackling market failures through market reform.

Where the wild things are

Finance must wake up to the risks associated with biodiversity loss and the opportunities that arise from nature-friendly solutions, argue Eugenie Mathieu, Julie Zhuang and Jonathan Toub.

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Natural Capital Transition Global Equity strategy

Aviva Investors Natural Capital Transition Global Equity Fund

This strategy aims to deliver long-term capital growth by investing in companies globally that either provide solutions to reduce biodiversity loss or are transitioning their business models to manage their impact on nature, while avoiding those that do not meet minimum environmental criteria.

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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 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 and exchange rates. Investors may not get back the original amount invested.

Emerging markets risk

The strategies invest in emerging markets; these markets may be volatile and carry higher risk than developed markets.

Natural Capital Transition Global Equity team

  • Jonathan Toub

    Gestionnaire de portefeuille

  • Julie Zhuang

    Gestionnaire de portefeuille, Actions mondiales

  • Eugenie Mathieu

    Analyste ESG senior et responsable du pilier Terre

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    Explore our equities range

    UK equities

    A diverse range of UK equity investment solutions backed by a highly experienced team of portfolio managers and a dynamic, forward-looking investment process.

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    Global equities

    Our range of strategies is underpinned by a robust process designed to meet clients' objectives across capital growth and income.

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    Global emerging market equities

    A range of strategies that offer investors specialist exposure to a rapidly growing asset class, with portfolios targeting income and smaller companies.

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    European equities

    Covering both continental and pan-European regions, our range of equity funds focus on identifying companies with improving fundamentals.

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    Climate Transition Equities

    A range of strategies investing in companies that can play a major role in the transition to a low-carbon world.

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    Social Transition Global Equity Fund

    An equity strategy seeking positive social outcomes while delivering long term capital growth.

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