Aviva Global Smaller Companies Equity
Alternative Strategy
Fund Strategy The Aviva Global Smaller Companies Equity Fund invests in the abrdn Global Smaller Companies Fund (the "underlying fund"), a sub fund of the abrdn SICAV II The Fund invests at least 70% in small capitalisation equities typically with a market capitalisation of less than $2 billion and in equity related securities on recognised stock exchanges including Emerging Markets. The strategy uses proprietary quantitative tools to select and manage a high conviction, quality, sustainable growth portfolio of companies that have strong operating momentum. Being actively managed, the fund performance may deviate significantly from that of the benchmark ESG considerations are built into the fund & is compliant with Article 8 of SFDR (632/749)
The Fund aims to provide long term growth by investing primarily in the shares of smaller companies listed on the global stock markets. The Fund aims to outperform MSCI AC World Small Cap Index (USD) benchmark before charges.
1
2
3
4
5
6
7
783.51
EUR
+16.12 (+2.10%) past 3 year
as of 19 May 2026Industrials
34.4%
Financials
11.8%
Consumer Staples
11.0%
Consumer Discretionary
10.9%
Information Technology
10.0%
Health Care
8.9%
Energy
4.9%
Unclassified
4.7%
Communication Services
3.4%
GAZTRANSPORT ET TECHNIGA SA
JAPAN ELEVATOR SERVICE HOLDI
CTS EVENTIM AG & CO
ENCOMPASS HEALTH
CASEY'S GENERAL STORES
CRANSWICK
TEXAS ROADHOUSE
FABRINET
BAYCURRENT
ASICS
US Equity
46.86%
Euro Equity
16.81%
Other
14.97%
Japanese Equity
12.25%
UK Equity
9.11%
Fund insights
Detailed information extracted from the fund factsheet.
Underlying fund: abrdn Global Smaller Companies Fund
Managed by abrdn
Derivatives Risks
ESG & sustainability
ESG considerations are built into the fund & is compliant with Article 8 of SFDR (632/749)
Frequently asked questions
Common questions about Aviva Global Smaller Companies Equity.
Aviva Global Smaller Companies Equity Series 1 invests mainly in shares of smaller companies around the world, including emerging markets. It aims to keep at least 70% in small-cap equities, typically companies with a market value of less than $2 billion, plus related securities on recognised stock exchanges. The fund is run actively and uses the abrdn Global Smaller Companies Fund as its underlying investment.
Aviva Global Smaller Companies Equity Series 1 is actively managed by Kirsty Desson and uses proprietary quantitative tools to build a high-conviction portfolio. The portfolio focuses on companies with strong operating momentum, quality characteristics, and sustainable growth potential. Because it is actively managed, its returns may differ significantly from the MSCI AC World Small Cap Index (USD) benchmark.
Aviva Global Smaller Companies Equity Series 1 holds a diversified mix of smaller companies across sectors such as Industrials, Consumer Discretionary, Financials, Health Care, Consumer Staples, and Information Technology. Examples from the top holdings include Casey's General Stores, Gaztransport et Technigaz, Wintrust Financial, Lattice Semiconductor, and Fabrinet. This gives investors exposure to a broad range of global small-cap businesses rather than one market or industry.
Aviva Global Smaller Companies Equity Series 1 carries risks from market fluctuations, currency movements, liquidity, counterparty exposure, derivative use, and pricing basis risk. Currency risk means changes in exchange rates can affect returns when the fund invests across different countries. As with all equity funds, capital and returns are not guaranteed.
Yes, Aviva Global Smaller Companies Equity Series 1 builds ESG considerations into the investment process and is classified as Article 8 under SFDR. That means it promotes environmental and/or social characteristics alongside financial objectives. The fund therefore combines smaller-company growth exposure with an ESG-aware approach.
Aviva Global Smaller Companies Equity
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice