MAF Sustainable Stewardship I
The Fund aims to make sustainable investments, manage volatility within a risk range of 3% higher or lower than a 20% global equity and 80% global bond index, while aiming to grow the investment over the long term (5 years or more).
MAF Sustainable Stewardship II
The Fund aims to make sustainable investments, manage volatility within a risk range of 3% higher or lower than a 45% global equity and 55% global bond index over the long term (5 years or more).
MAF Sustainable Stewardship III
The Fund aims to make sustainable investments, manage volatility within a risk range of 3% higher or lower than a 60% global equity and 40% global bond index over the long term (5 years or more).
MAF Sustainable Stewardship IV
The Fund aims to make sustainable investments, manage volatility within a risk range of 3% higher or lower than a 75% global equity and 25% global bond index over the long term (5 years or more).
Sustainable Stewardship International Equity Feeder Fund
The Fund aims to make sustainable investments*, while aiming to grow the investment over the long term (5 yrs or more) and provide an average annual net return greater than global equities over a rolling 5 year period.
MAF Sustainable Stewardship Range
MAF Sustainable Stewardship range (Funds I to IV): the volatility of each Fund is measured against a defined Volatility Index – made up of a global equity index and a global bond index, with the split between each index varying per Fund to reflect each Fund’s typical asset mix. Volatility is measured on an annualised basis, over 3-year rolling periods, using the volatility figures as at the end of each week. The Fund’s sustainability and volatility aims may mean achieving a lower financial return than if they did not have a sustainability or volatility objective.
Global equity index= MSCI© All Country World Index (Net) GBP
Global bond index= Bloomberg© Global Aggregate Bond Index Hedged GBP
*‘Sustainable investments’ MAF Sustainable Stewardship Funds I to IV only – defined as either investments in companies with an overall positive alignment to the UN SDGs as determined by the Investment Manager’s Sustainable Investment Policy or in bonds classified by Climate Bonds Initiative as ‘green’, ‘social’ or ‘sustainability’ bonds. For further information please refer to the Fund’s KIID and Prospectus.
Sustainable Stewardship International Equity Feeder Fund
**Sustainable Stewardship International Feeder Fund: 'sustainable investments' are defined as investments in companies with an overall positive alignment to the UN Sustainable Development Goals as determined by the Investment Manager's Sustainable Stewardship Investment Policy. For further information please refer to the Fund's KIID and Prospectus.
This Fund invests solely in the AI Sustainable Stewardship International Equity Fund (the “Master Fund”) other than cash and deposits and is managed separately from the MAF Sustainable Stewardship range and does not have a volatility target.
Sustainable Stewardship International Feeder Fund Benchmark Index = Global equities MSCI© World NDR Total Return GBP Index
Download our customer brochure
For additional information on our MAF Sustainable Stewardship range, download our customer brochure.
Read more about Sustainable Stewardship
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 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 fund is 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.
Sustainable investing risk
The level of sustainability risk to which the Fund is exposed, and therefore the value of its investments, may fluctuate depending on the investment opportunities identified by the Investment Manager. Investing based on sustainability criteria may limit investment choices and performance may not align with funds with a broader investment policy.
Credit risk
Bond values are affected by changes in interest rates and the bond issuer's creditworthiness. Bonds that offer the potential for a higher income typically have a greater risk of default.
Derivatives risk
Investments can be made in derivatives, which can be complex and highly volatile. Derivatives have some degree of unpredictability (especially in unusual market conditions) and may not perform as expected, and can create losses for the funds' significantly greater than the cost of the derivative itself.
Green, Social and Sustainability Bonds risk
These bonds have a smaller market size and can be more volatile and less liquid than established bond markets.
Collective investment risk
Investing in any type of collective investment involves certain risks and limitations that you would not face if investing in markets directly, including the risk of delay in liquidating your investment.
Equities risk
Equities can lose value rapidly, can remain at low prices indefinitely, and generally involve higher risks — especially market risk — than bonds or money market instruments. Bankruptcy or other financial restructuring can cause the issuer's equities to lose most or all of their value.
Multi-asset fund range team
Sunil Krishnan
Head of Multi-Asset Funds
Baylee Wakefield
Portfolio Manager, Multi-asset
Dean Cook
Multi Asset Fund Manager - Multi-Asset and Macro
Sotirios Nakos
Fund Manager, Multi-asset
Shane O'Brien
Senior Investment Director, Multi-asset
Thomas Stokes
Investment Director, Multi-assets
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Explore the Aviva Investors Multi-asset fund ranges
MAF Core
A simple multi-asset investing solution that invests in Growth and Defensive assets. The asset mix for each MAF Core fund is reviewed by the investment team on a quarterly basis.
MAF Plus
A comprehensive multi-asset investing solution that invests in Growth, Defensive and Alternative assets. Each MAF Plus fund benefits from day-to-day portfolio management.
Important information
THIS IS A MARKETING COMMUNICATION
Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (“Aviva Investors”). Unless otherwise stated any 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 can go down as well as up. Investors may not get back the original amount invested.
Aviva Investors MAF Sustainable Stewardship Funds
The Aviva Investors MAF Sustainable Stewardship funds are a new range by Aviva Investors and comprise four funds: Aviva Investors Multi-asset Sustainable Stewardship Fund I (“MAF Sustainable Stewardship I”), the Aviva Investors Multi-asset Sustainable Stewardship Fund II (“MAF Sustainable Stewardship II”), the Aviva Investors Multi-asset Sustainable Stewardship III (“MAF Sustainable Stewardship III”) and the Aviva Investors MAF Sustainable Stewardship IV (“MAF Sustainable Stewardship IV”).
Aviva Investors Stewardship International Equity Feeder Fund
Aviva Investors Sustainable Stewardship International Equity Feeder Fund is a subfund within the Aviva Investors Portfolio Funds ICVC. It is a non-UCITS retail scheme.
For further information on all of these funds please read the latest Key Investor Information Document and Supplementary Information Document. The Prospectus and the annual and interim reports are also available on request. Copies in English can be obtained, free of charge from Aviva Investors, PO Box 10410, Chelmsford CM99 2AY. You can also download copies at www.avivainvestors.com
Issued by Aviva Investors UK Fund Services Limited. Registered in England No 1973412. Authorised and regulated by the Financial Conduct Authority. Firm Reference No. 119310. Registered address: 80 Fenchurch Street, London, EC3M 4AE. An Aviva company
Note: MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, endorsed, reviewed or produced by MSCI. None of the MSCI data is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such.
Source: Bloomberg® and Bloomberg® Global Aggregate Bond Index Hedged GBP (the “Benchmark” or the “Index”) are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Aviva Investors UK Fund Services Limited. Bloomberg is not affiliated with Aviva Investors UK Fund Services Limited and Bloomberg does not approve, endorse, review, or recommend the MAF Sustainable Stewardship Funds. Bloomberg does not guarantee the timeliness, accurateness or completeness of any data or information relating to the MAF Sustainable Stewardship Funds.
This product does not have a UK sustainable investment label. This is because – although the fund has sustainability characteristics - it does not meet the criteria for a label. Sustainable investment labels help investors find products that have a specific sustainability goal. They can only be applied to funds with an explicit sustainability objective and that meet other specific regulatory criteria for a UK sustainable investment label.