Our approach to global equities

Our experienced team applies a rigorous stock-driven investment approach. We have a particular focus on shifting company fundamentals we believe are mis-priced. Our long-term investment process seeks to build portfolios with high active shares, taking into consideration environmental, social and governance (ESG)* factors to enhance long-term value. We also offer sustainable transition equity solutions relating to climate change, social outcomes and natural capital.

Our portfolios are driven by high-conviction stock ideas supported by active corporate engagement and rigorous risk oversight. The team works at the centre of the network of over 25 equity investment professionals and draws on the expertise of investment teams across the firm.

Potential benefits

Our range of global equity strategies aims to deliver resilient capital growth, income and for our range of transition equity solutions, sustainable outcomes.

High-conviction

Portfolio construction is designed to deliver enhanced returns through stock selection. 

Building in responsibility

Aiming to future proof portfolios against long-term sustainability risks while contributing to a more sustainable future.

Superior returns

We break down asset class silos to gain deeper insight, leading to better informed investment decisions.

*The investment manager always applies the Firm’s Baseline Exclusions Policy and any specific constraints within a prospectus or IMA, but any other ESG factors or risk considerations are adopted at the manager’s discretion.

Key risks

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

Investment/objective risk

The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.

Currency risk

The funds may be exposed to different currencies. Derivatives are used to minimise, but may not always eliminate, the impact of movements in currency exchange rates.

Emerging markets risk

Investments can be made in emerging markets. These markets may be volatile and carry higher risk than developed markets.

Derivatives risk

Investments can be made in derivatives, which can be complex and highly volatile. Derivatives may not perform as expected, meaning significant losses may be incurred. Derivatives are instruments that can be complex and highly volatile, have some degree of unpredictability (especially in unusual market conditions), and can create losses significantly greater than the cost of the derivative itself.

Illiquid securities risk

Some investments could 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 can be volatile.

Concentration risk

Investments can be made in a small portfolio of securities. Losses from a single investment may be more detrimental to the overall performance than if a larger number of investments were made.

Strategies in focus

Global Equity Endurance Strategy

A high conviction, low-turnover portfolio focused on achieving resilient returns over the long term.

Find out more

Global equity strategies

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.

Aviva Investors Global Equity Endurance Fund

A strategy that aims to achieve resilient returns over the long-term through a high-conviction, low-turnover portfolio of global companies that can deliver sustained growth through the economic cycle.

Explore our equities range

Natural Capital Transition Global Equity Fund

An equity strategy investing in companies supporting and benefiting from the transition to a nature-positive economy.

Find out more  about Natural Capital Transition Global Equity Fund

Global Equities team

  • Max Burns

    Global Equities Portfolio Manager & Head of Equity Research

  • Julie Zhuang

    Portfolio Manager, Global Equities

  • Jonathan Toub

    Portfolio Manager, Global Equities

  • Edward Kevis

    Portfolio Manager, Global Equities

  • Temidayo Oni-Iyiola

    Global Equity Analyst, Assistant Portfolio Manager

  • Betty Sanchez Torres

    Assistant Portfolio Manager

    • Equities views