Fund Investors
At Avivas Asset, we focus on building long-term partnerships with a select group of high-quality financial advisory firms, offering the tailored support their growth requires.
Partner with Us for Smart Investing
We help fund investors achieve sustainable long-term growth while effectively managing risk
Multi-Asset Investing
Dynamic Asset Allocation
Active Fund Selection
Tax-Efficient Investment Options
Dynamic asset allocation is central to our investment strategy.
We strategically select asset classes, regions, and sectors based on global economic trends, ensuring flexibility to adapt and deliver sustainable, risk-managed investment returns over time.
A Responsible Approach to Risk
We understand that managing risk is just as important as seeking returns. Our multi-asset portfolios are designed with diversification at their core, spreading investments across various asset classes, regions, currencies, and themes. This reduces the reliance on any single market outcome and helps protect our investors from unexpected shifts in the global economy. Our portfolios are carefully constructed to remain resilient in different market environments, with continuous monitoring to assess risk at every stage. While we use advanced risk analysis tools, we also rely on our professional judgement, knowing that market stress can sometimes challenge traditional risk models.
Fund Selection Strategy
At Avivas Asset, we select top fund managers, balancing diversified investments across established firms and boutique managers for optimal portfolio performance.
We use rigorous research and analysis to ensure high standards and consistent investment strategies while adapting to market conditions.
We prioritise fund managers' commitment, using passive investments like ETFs when active strategies aren’t suitable for market exposure.
Building Portfolios for Long-Term Success
The result of our thorough investment process is a set of well-constructed portfolios designed to meet a variety of risk profiles and investment goals. Our funds are diversified across key sectors and are eligible for tax-efficient investment vehicles such as ISAs. Each portfolio evolves as market conditions and our investment views change, ensuring strategies remain aligned with our investors' objectives. Regular formal reviews help us maintain the performance and risk balance of our funds.
Asset Security
At Avivas Asset, we provide professional investment management but do not hold custody of client assets directly. Instead, assets are securely held by independent, regulated custodians, offering our investors an additional layer of safety and reassurance.
