Aviva Global Leaders Equity

The Aviva Global Leaders Equity Fund Series 1 invests mainly in shares of global companies, using an actively managed, concentrated portfolio of typically 20 to 40 holdings. Aviva Investors looks for companies it considers market leaders with attractive valuations and long-term growth potential. The fund also seeks businesses with a range of successful products and activity across different geographical markets.

The Aviva Global Leaders Equity Fund Series 1 is run with a concentrated stock-picking approach rather than trying to hold a very wide basket of shares. That means the managers focus on a smaller number of companies they believe are especially strong in their markets, such as NVIDIA, Microsoft and Alphabet. This approach can lead to stronger differences from the market index, both positively and negatively.

The Aviva Global Leaders Equity Fund Series 1 is exposed to market fluctuations, so its value can rise and fall with share prices. It also carries currency risk, which means movements in exchange rates can affect returns when the fund invests in companies listed in different countries. Other stated risks include liquidity risk, counterparty risk and derivatives risks, and capital and returns are not guaranteed.

Yes. The Aviva Global Leaders Equity Fund Series 1 builds ESG considerations into the investment process and is classified as Article 8 under SFDR. In practical terms, this means environmental, social and governance factors are considered alongside financial analysis when selecting investments.

The Aviva Global Leaders Equity Fund Series 1 may suit investors looking for long-term growth from a global equity portfolio managed with an active, high-conviction style. The fund aims to grow capital and to deliver an average annual net return above the MSCI All Country World Index over rolling five-year periods. Because it invests in shares, investors should be comfortable with market risk and the possibility of losses.