Delivering positive social outcomes

Social inequality – such as through income, race and gender – poses a systemic risk to society and the wider economy. COVID-19 has put a spotlight on social inequality, which will lead to an acceleration of regulatory action and increased awareness from consumers. However, we believe companies that are changing their business models and practices to deal with social and regulatory change should see beneficial performance.

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 Social Transition Global Equity Fund, we invest in and engage with companies that are driving fundamental changes toward a more socially just and equitable society and economy. We take a unique and innovative approach to address the needs of investors seeking two objectives:

Long-term capital growth

Positive social impact

Our approach

Social inequality 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 that do not meet minimum social principles, invest in companies that meet key social needs, and invest in and engage with transition-oriented companies managing their impact on society to drive further positive change. 

Transition

Our proprietary transition framework helps us identify winners from the social transition 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 a clear escalation plan. We also play a leading role in tackling market failures through market reform with the ambition to change the rules of the game.

The social transition

Recognising that being a good corporate citizen is the right thing to do and pays off is something investors and the financial community need to think harder about, argue Vaidehee Sachdev and Matt Kirby.

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Social Transition Global Equity strategy

Aviva Investors Social Transition Global Equity Fund

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

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.

Explore all funds

Access key fund documentation and performance reports.

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