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Aviva Investors Climate Transition Global Equity AUD

Investment Objective

The Fund aims to outperform the MSCI All Countries World Index by 2% per annum (gross of fees) on a rolling 3-year basis. The Fund only invests in cash or cash equivalents and the Underlying Fund. The Underlying Fund aims to grow its value over time by making investments in global companies which are responding to climate change in various ways: by orientating their business models to be resilient in a warmer climate and a lower carbon economy; by providing solutions to help mitigate climate change; or by helping communities adapt to the adverse impacts of climate change. The Underlying Fund is an Australian dollar denominated segregated share class of Aviva Investors Société d’Investissement à Capital Variable, a Luxembourg domiciled open ended investment company controlled by Aviva Investors. The Underlying Fund’s investment strategy employs an active fundamental research driven approach to capturing opportunities arising from the climate transition trend. This strategy implements a bottom-up stock selection process which leverages the analytical resources of the Underlying Fund Investment Manager’s responsible and global equities investment teams.

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*All returns are per annum, after fees and before taxes. Data updated at 1:06pm 01 June 2024 (NZT)
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