Aviva Investors (Infrastructure) (Strategies)

Aviva Investors Climate Transition Real Assets Fund - The Aviva Investors Climate Transition Real Assets Fund is the fourth fund to be launched in our Aviva Investors’ Climate Transition range and aims to deliver 8% p.a. total return* over rolling five years and targeting net zero by 2040 through a climate transition focused portfolio.* We believe there is a huge opportunity to drive our physical built environment toward net zero through Real Assets. 

Aviva Investors European Real Estate Long Income (‘E-RELI’) Fund - The Fund aims to provide secure and predictable long-term cash flows for investors by investing in a resilient and balanced real estate portfolio of investment grade tenants, long leases, and inflation-linked rents across its target markets in continental Europe. The Fund aims to deliver attractive income driven returns with low volatility through economic and market cycles. 

Aviva Investors Perpetual Capital Fund - The Fund’s target return is to achieve a net 1.5x Equity Multiple over five-year rolling periods. A further long-term feature of the targeted return is a mid-single digit net distribution yield. 

To achieve this, the Fund intends to focus on opportunities where it can execute its proven investment approach, by applying the following strategies:

  • Exploit undervalued assets and leverage off-market pricing 
  • Targeting complex investments;
  • Employing a flexible, active leverage strategy 
  • Stabilise assets; and
  • Maximise equity multiple. 

Underpinning the execution of these value creation strategies are the following core features of our approach: 

  • Resilient Alpha 
  • Portfolio Focus
  • Dynamic Composition

Aviva Investors Lime Property Fund - Launched in July 2004, the Fund was created to meet the demand of UK pension funds seeking secure, long-term income streams. As a high lease to value (‘HLV’) property fund it differs from traditional property funds in two important ways. Firstly, it is focused on providing robust and secure cash flows. Secondly, it combines fixed-uplift and inflation-linked rent reviews ensuring that the Fund is well-placed for variable inflation. The Fund’s investments are well diversified with long leases and very secure tenant covenants. 

*Net of fees. The return target and net zero ambition of the Fund are not guaranteed and may not be achieved.