Aviva High Yield Equity Fund
Slow and Steady wins the race
In a market shaped by higher interest rates and global volatility, the Aviva High Yield Equity Fund stands out for its consistency and long-term performance. It is ranked first over 3 years, 5 years, 7 years, and 10 years, making it a compelling choice for investors seeking both income and growth.
Gross Annualised Performance to 01 September 20251
|
| Sector Average2 | Outperformance vs Sector Average* | Rank vs Peers | |
| 3 Years | 13.8% p.a. | 9.2% p.a. | +4.6% p.a. | 1st of 8 |
| 5 Years | 15.5% p.a. | 11.2% p.a. | +4.4% p.a. | 1st of 8 |
| 7 Years | 12.6% p.a. | 8.2% p.a. | +4.5% p.a. | 1st of 8 |
| 10 Years | 11.7% p.a. | 8.4% p.a. | +3.3% p.a. | 1st of 4 |
* There may be slight differences due to rounding.
This consistent outperformance reflects Aviva Investors’ focus on high-quality dividend-paying companies, rigorous stock selection, and a commitment to long-term value creation.
Why Equity Income Matters More Than Ever
Aviva Investors believes equity income is a strategic anchor in portfolios—especially in today’s environment of elevated rates and market volatility. Dividend-paying equities offer a more stable and predictable path to returns than traditional growth strategies, providing both downside protection and long-term growth potential. In short, investing is a marathon, not a sprint—and slow and steady wins the race.
About the Fund
The Aviva High Yield Equity Fund is built around a high-conviction, concentrated portfolio of companies with strong, sustainable dividends. Key features include:
- A target yield of 125% of the MSCI All country World Index
- Focus on mature businesses with reliable free cash flow
- Exposure beyond traditional income sectors, including industrials and technology
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| Warning: If you invest in this product you may lose some or all of the money you invest. Warning: Past performance is not a reliable guide to future performance. Warning: The value of your investment may go down as well as up. Warning: These funds may be affected by changes in currency exchange rates. |
1. Source: Longboat Analytics, based on the price calculated for 01 September 2025, which is calculated using close of market price from the previous working day. Performance quoted gross of fees. Please note the impact of fees would reduce performance. The Series 1 Annual Management Charge for High Yield Equity is 0.75%. Other charges may apply. Where available, different series of the Funds will have different Annual Management Charges. The relevant Financial Broker Guide or Charging Sheet has more information.
2. Equivalent Funds available in Irish market: Zurich Life Dividend Growth G, Irish Life IL/Setanta Equity Dividend, New Ireland High Yield Equity Fund Gross, Cantor Fitzgerald Global Equity Income, New Ireland IQEQ (previously Davy) High Yield Gross, Standard Life Diversified Income, New Ireland Goodbody Dividend Income 6, and Aviva High Yield Equity Fund Series C.