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Aviva Global Equity ESG Passive

Equity

Equity Global

Fund Strategy: It aims to deliver passive like returns with a better ESG profile than that of the MSCI World Index by investing in companies with a higher ESG score and lower carbon footprint than the Index. The fund is compliant with Article 8 of SFDR.

This Fund aims to grow the investment over the medium to long-term by principally investing in the companies that make up the MSCI World Index.

StatusOpen for Investment
SFDRArticle 8
ManagerRobin Dedering, James Donald
FocusMSCI World Index

Risk rating

1

2

3

4

5

6

7

What Aviva says about Risk 6 fundsHighFunds typically investing in high-risk sectors such as shares of companies in developed overseas markets. High potential for long-term returns but large day-to-day changes in value.
1630.50

EUR

+562.72 (+52.70%) past 3 year

as of 19 May 2026
Asset Split

Info Tech

26.0%

Financials

17.1%

Industrials

11.5%

Consumer Disc

10.1%

Healthcare

9.5%

Communication

8.5%

Consumer Staples

5.9%

Other

4.7%

Energy

3.5%

Materials

3.2%

Top Holdings
#1
NVIDIA Corp

NVIDIA

#2
MICROSOFT CORP

MICROSOFT

#3
Apple Inc

Apple

#4

AMAZON COM

#5
META PLATFORMS INC CLASS A

META

#6
BROADCOM INC

BROADCOM

#7
ALPHABET INC CLASS A

ALPHABET

#8
TESLA INC

TESLA

#9
ALPHABET INC CLASS C C

ALPHABET

#10
JPMORGAN CHASE

JPMORGAN CHASE

Asset Breakdown

US Equities

73.71%

Euro (ex Ireland) Equities

9.22%

Other

7.58%

JP

Japanese Equities

5.41%

Europe (ex Euro ex UK) Equities

4.08%

Geographic Allocation
US

United States

71.26%

JP

Japan

5.53%

Other

5.02%

GB

United Kingdom

3.73%

CA

Canada

3.15%

FR

France

2.76%

DE

Germany

2.61%

CH

Switzerland

2.55%

Fund insights

Detailed information extracted from the fund factsheet.

Managed by Aviva Investors

Derivatives

Derivatives Risks

ESG & sustainability

It aims to deliver passive like returns with a better ESG profile than that of the MSCI World Index by investing in companies with a higher ESG score and lower carbon footprint than the Index.

Investment themes
ESG
Positive screening

The fund invests in companies with a higher ESG score and lower carbon footprint than the MSCI World Index.

Frequently asked questions

Common questions about Aviva Global Equity ESG Passive.

The Aviva Global Equity ESG Passive Fund Series 1 mainly invests in the companies that make up the MSCI World Index, with a focus on equities and a small amount of cash. Its top holdings include large global companies such as NVIDIA, Apple, Microsoft, Amazon and Alphabet. The fund is designed to track the global equity market in a passive way rather than try to pick individual winners.

The Aviva Global Equity ESG Passive Fund Series 1 aims to deliver passive-like returns while having a better ESG profile than the MSCI World Index. It does this by investing in companies with a higher ESG score and lower carbon footprint than the index. In plain language, ESG refers to environmental, social and governance factors that can affect how responsibly a company is run.

The Aviva Global Equity ESG Passive Fund Series 1 is designed to grow money over the medium to long term. It may suit investors who want broad exposure to global developed-market equities and who are comfortable with stock-market ups and downs. The fund is not a capital-protected product, so the value can fall as well as rise.

The main risks for the Aviva Global Equity ESG Passive Fund Series 1 include market fluctuations, currency risk, liquidity risk, counterparty risk and derivatives risk. Currency risk means changes in exchange rates can affect returns when investments are held in different currencies. The fund also notes that capital and returns are not guaranteed.

The Aviva Global Equity ESG Passive Fund Series 1 has a global focus through the MSCI World Index and includes exposure to countries such as the United States, Japan, the United Kingdom, Canada, Switzerland and France. Its sector mix includes information technology, financials, industrials, healthcare and consumer-related sectors. This makes it a diversified global equity fund with an ESG tilt.

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Aviva Global Equity ESG Passive

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