Aviva Investors - Social Transition Global Equity Fund Sy GBP Acc header image

Aviva Investors - Social Transition Global Equity Fund Sy GBP Acc

Fund

ISIN LU2390840283 / Valor null

NAV (2025-02-14)
GBP 114.61-0.53%

Aviva Investors - Social Transition Global Equity Fund Sy GBP Acc
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General Objective

The fund aims to increase the value of the Shareholder's investment over the long term (5 years or more) and to have a positive impact on the transition towards a more socially just and equitable society and economy by investing in global equities of companies providing solutions to tackle social inequality or transitioning their business models towards a more socially just and equitable society and economy.

Fund Exposure

The fund invests at least 90% of total net assets in equities and equity-related securities of companies worldwide that meet the eligibility criteria set by the Investment Manager. The fund primarily targets companies supporting SDG 5: Gender equality, SDG 8: Decent work and economic growth, and SDG 10: Reduced inequalities. It has two investment sleeves: a Solutions sleeve and a Transition sleeve, focusing on companies providing solutions to social inequality and supporting the transition towards a more socially just and equitable society and economy.

Risks

The fund may be exposed to risks associated with equity investments, including market fluctuations, company-specific risks, and currency risk. Additionally, the fund may use derivatives for hedging and efficient portfolio management, which can introduce additional risks. The fund's exposure to China A-Shares through Stock Connect programs and securities lending activities also pose risks that investors should consider.

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Source

https://www.avivainvestors.com/de-li/kompetenzen/equities/social-transition-global-equity-fund/

Tags:
msci world global equities social inequality

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OTHER SHARE CLASSES OF THIS FUND

Aviva Investors - Social Transition Global Equity Fund A EUR Acc
Aviva Investors - Social Transition Global Equity Fund A EUR Acc Aviva Investors - Social Transition Global Equity Fund A EUR Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 11.33
Aviva Investors - Social Transition Global Equity Fund I USD Acc
Aviva Investors - Social Transition Global Equity Fund I USD Acc Aviva Investors - Social Transition Global Equity Fund I USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%USD 108.11
Aviva Investors - Social Transition Global Equity Fund R EUR Acc
Aviva Investors - Social Transition Global Equity Fund R EUR Acc Aviva Investors - Social Transition Global Equity Fund R EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 11.69
Aviva Investors - Social Transition Global Equity Fund Zy GBP
Aviva Investors - Social Transition Global Equity Fund Zy GBP Aviva Investors - Social Transition Global Equity Fund Zy GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.53%GBP 1,160.10
Aviva Investors - Social Transition Global Equity Fund S USD Acc
Aviva Investors - Social Transition Global Equity Fund S USD Acc Aviva Investors - Social Transition Global Equity Fund S USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%USD 108.62
Aviva Investors - Social Transition Global Equity Fund Zyh GBP
Aviva Investors - Social Transition Global Equity Fund Zyh GBP Aviva Investors - Social Transition Global Equity Fund Zyh GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.59%GBP 1,054.90
Aviva Investors - Social Transition Global Equity Fund Ih EUR
Aviva Investors - Social Transition Global Equity Fund Ih EUR Aviva Investors - Social Transition Global Equity Fund Ih EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.59%EUR 105.35
Aviva Investors - Social Transition Global Equity Fund I EUR Acc
Aviva Investors - Social Transition Global Equity Fund I EUR Acc Aviva Investors - Social Transition Global Equity Fund I EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 117.17
Aviva Investors - Social Transition Global Equity Fund S EUR Acc
Aviva Investors - Social Transition Global Equity Fund S EUR Acc Aviva Investors - Social Transition Global Equity Fund S EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 117.75
Aviva Investors - Social Transition Global Equity Fund Iyh GBP Acc
Aviva Investors - Social Transition Global Equity Fund Iyh GBP Acc Aviva Investors - Social Transition Global Equity Fund Iyh GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.59%GBP 103.36