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.