Aviva Investors - Climate Transition Global Equity Fund Fh AUD header image

Aviva Investors - Climate Transition Global Equity Fund Fh AUD

Fund

ISIN LU2226715402 / Valor null

NAV (2025-04-16)
AUD 114.92-1.30%

Aviva Investors - Climate Transition Global Equity Fund Fh AUD
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to increase the value of the Shareholder’s investment over the long term (5 years or more) while supporting the transition towards a net zero economy and/or one that is more resilient to higher temperatures by investing in equities of companies that provide solutions to tackle the impacts of climate change or are transitioning their business models towards a net zero and/or warmer economy.

Fund Exposure

The fund primarily invests in equities and equity-related securities of companies worldwide, including emerging markets, with at least 90% of total net assets allocated to such assets. It has two investment sleeves: a “Solutions” sleeve, which focuses on companies contributing to climate change mitigation and adaptation, and a “Transition” sleeve, which invests in companies reducing their impact on climate change through their operations or aligning their business models with a low-carbon economy.

Risks

The fund is subject to risks associated with equity investments, including market fluctuations, sector-specific risks, and sustainability risks related to climate change. Past performance is not indicative of future results, and the fund may experience volatility due to its exposure to companies involved in climate transition initiatives.

Content summarized by AI chatbot
Source

https://www.avivainvestors.com/en-ch/capabilities/equities/climate-transition-global-equity-fund/lu2157504775-usd/

Tags:
emerging markets msci emerging markets index climate change

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Aviva Investors - Climate Transition Global Equity Fund Z GBP
Aviva Investors - Climate Transition Global Equity Fund Z GBP Aviva Investors - Climate Transition Global Equity Fund Z GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.37%GBP 1,372.11
Aviva Investors - Climate Transition Global Equity Fund A USD
Aviva Investors - Climate Transition Global Equity Fund A USD Aviva Investors - Climate Transition Global Equity Fund A USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.30%USD 13.20
Aviva Investors - Climate Transition Global Equity Fund I USD
Aviva Investors - Climate Transition Global Equity Fund I USD Aviva Investors - Climate Transition Global Equity Fund I USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.29%USD 137.40
Aviva Investors - Climate Transition Global Equity Fund Z EUR
Aviva Investors - Climate Transition Global Equity Fund Z EUR Aviva Investors - Climate Transition Global Equity Fund Z EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.76%EUR 1,457.29