AVIVA IRELAND. High Yield Equity Fund Richard Saldanha Fund Manager, Global Equities. 30 April 2017
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1 AVIVA IRELAND High Yield Equity Fund Richard Saldanha Fund Manager, Global Equities 30 April 2017 This document is for Professional Clients, institutional/qualified investors and Advisers only. It is not to be viewed by or used with retail clients
2 Aviva Investors Equities Our three pillars Differentiated philosophy - Long-term - Conviction - Integrity AVIVA INVESTORS EQUITIES Consistent process - Client outcomes - Focused approach - ESG Integration Collaboration - Smart teams - Cross-asset expertise - Global perspective Source : Aviva Investors. 2
3 Aviva Investors Equities Our beliefs drive our actions Our beliefs Our actions Client outcomes Markets are inefficient and shortterm focused We are long-term shareholders Low turnover portfolios engenders more predictable returns Cash flows and returns are the drivers of value Own companies with a sustainable competitive advantage Portfolios with less volatility and aiming for lower drawdowns Valuation is critical to delivering strong/consistent long-term returns Undertake fundamental analysis to support valuation discipline Less reliance on market returns Companies operating in a responsible and sustainable way are more likely to succeed over time Integrate environmental, social and governance issues into our investment decisions We help to drive change which benefits our clients and society as a whole Source : Aviva Investors. 3
4 Collaboration Harnessing company-wide expertise Equities 66.6 billion AuM UK Pan-European & Eurozone Global Emerging Markets & Asia Regional (US, Japan, Poland) Index (5) (7) (3) (4) (9) (2) Global Corporate Research Analysts (24) Global Responsible Investment (7) Investment Risk (12) Strategy & Economics (8) Execution & Fx (6) Dealing Fixed Income Multi-Asset Real Estate billion AuM 24.4 billion AuM 33.2 billion AuM Source: Aviva Investors as at 30 April AuM as at 31 March
5 Focused on client outcomes Aviva Investors Global Equities Growth Income Global Equity Endurance Fund Aviva Ireland High Yield Equity Fund AIMS Target Income Equity Target outcome Capital growth Income & capital growth High income & capital growth Investment horizon 5-10 years 3-5 years 3-5 years Current dividend yield 1.9% 3.4% 3.9% No of holdings Fund Manager Giles Parkinson Richard Saldanha Helen Driver & Richard Saldanha Outcome oriented equity solutions to meet a range of investor needs Source: Aviva Investors as at 30 April Past performance is not a guide to the future. 5
6 Aviva Ireland High Yield Equity Fund Portfolio overview A long-only concentrated portfolio of global equities that aims to provide a sustainable and growing income with capital growth over the long-term Investment objective Benchmark To provide annualized income yield 1.25x of MSCI World, with potential for capital growth MSCI World Investment universe Liquid global equities Typically >$5bn market cap Number of holdings stocks Typically ~40 Max. position size 5% Typically 2-4% Sector & country weight Investment horizon +/- 10% if index sector weight <10% +/- 5% if index sector weight >10% 3-5 years Driven by individual stock selection Source: Aviva Investors as at 30 April
7 INVESTMENT PROCESS
8 Company characteristics Key criteria for investing High and sustainable level of dividends and free cash flow High and sustainable returns on capital Strong and defendable margins across the business cycle Efficient allocation of capital over the long-term Attractive income and capital upside Quality and Income bias with attractive valuation Source: Aviva Investors as at 30 April
9 Investment process Overview Differentiated philosophy Shapes the investment process Fundamental analysis In-depth research & risk assessment Cross-team collaboration (ESG) Portfolio monitoring Ongoing appraisal Independent risk oversight Idea generation Focus on cash flow & returns Driven by client outcomes Portfolio construction Concentrated portfolios built around client outcomes Focused, diversified with informed risk taking Focused, robust, repeatable Source: Aviva Investors as at 30 April
10 FUND PERFORMANCE AND POSITIONING
11 High Yield Equity Fund Performance High Yield Equity Fund TR MSCI World TR (EUR) month (%) 1yr (%) 3 yrs (p.a.) (%) 5 yrs (p.a.) (%) Since Inception (p.a.) 1 month % 1 year % 3 years p.a. % 5 years p.a. % Since inception p.a. % High Yield Equity Fund MSCI World TR (EUR) Source: Aviva Investors as at 30 April Performance shown is gross of fees. Inception date: 31 December Past performance is not a guide to future returns. 11
12 High Yield Equity Fund Portfolio construction ICB Sector diversification Financials Industrials Consumer Services 16% 16% 17% Fund No. of stocks % of portfolio % yield North America Western Europe Asia Total Healthcare Technology Consumer Goods Telecoms Oil & Gas Basic Materials 8% 7% 6% 5% 13% 12% Top ten holdings % of portfolio JPMorgan Chase 4.0 Home Depot 3.8 McDonalds 3.7 Microsoft 3.6 Texas Instruments 3.4 Altria 3.3 Pfizer 3.3 Honeywell International 3.2 Broadcom 3.1 Vinci 2.9 Source: Aviva Investors/Factset as at 30 April
13 High Yield Equity Fund Summary - Diversified global equity exposure. 280 High Yield Equity Fund MSCI World - Attractive total returns Targets high and growing income from dividends High conviction, long-term investing Transparent, not a black-box fund Thematic exposure to mega-trends Targets outperformance over the long term Apr-01 Aug-06 Dec-11 Apr-17 Source Lipper Hindsight as at 30 April Euro total return performance of Aviva Ireland High Yield Equity SC A, net of fees, net income reinvested in EUR. Past performance is not a guide to future returns. 13
14 TEAM BIOGRAPHIES
15 High Yield Equity Fund Biographies Chris Murphy Global Head of Equities Richard Saldanha Fund Manager, US and Global Equities Joined investment industry: 1988 Joined Aviva Investors: 2006 Joined investment industry: 2006 Joined Aviva Investors: 2006 Main responsibilities Chris has strategic oversight of our global equity teams in London, Paris and Poland. He is also the lead fund manager for the Aviva Investors UK Equity Income and Aviva Investors UK Equity Funds. Main responsibilities Richard is responsible for the fund management of our US and Global Equity strategies. Experience and qualifications Prior to joining Aviva Investors, Chris worked as a fund manager at Framlington Investment Management, managing first income and then growth portfolios, concentrating on retail funds. Before this, Chris was a UK equity analyst at James Capel and a graduate UK equity analyst at Lehman Bros. Chris holds a BSc (Hons) in Physics from University College, Cardiff and holds the IIMR (Institute of Investment Management Research) qualification. Experience and qualifications Richard joined Aviva Investors in 2006 and has been instrumental in developing the firm s derivatives based products and strategies. Before joining Aviva Investors, Richard worked for Punter Southall & Co in an actuarial internship role. Richard holds a MChem in Chemistry from the University of Oxford. He also holds the UKSIP Investment Management Certificate. 15
16 High Yield Equity Fund Biographies Giles Parkinson Fund Manager, Global Equities Ed Kevis Fund Manager, European Equities Joined investment industry: 2006 Joined Aviva Investors: 2015 Joined investment industry: 2008 Joined Aviva Investors: 2013 Main responsibilities Giles is responsible for the fund management of our Global Equity strategies. Main responsibilities Ed is responsible for the fund management of our European Equity strategies. Experience and qualifications Prior to joining Aviva Investors, Giles held positions as an analyst at Artemis Investment Management and before that at Newton Investment Management. Giles holds a BA in History from Durham University and an MPhil in Historical Studies from Cambridge University. He is also a CFA charterholder. Experience and qualifications Prior to joining Aviva Investors Ed spent 5 years at Lloyds Bank, progressing through their Business Specialist Graduate scheme into the Business Support Unit Investment team in the role of Senior Analyst specialising in the portfolio management of distressed equity stakes and later, transaction management of debtfor-equity swap transactions. Ed holds a BA (Hons) in Finance, Accounting and Management from the University of Nottingham, and an Applied Diploma in Corporate Banking from the IFS School of Finance. Ed is a CFA Charterholder. 16
17 High Yield Equity Fund Biographies Will Ballard Head of Emerging Market and Asia Pacific Equities Ed Wiltshire Portfolio Manager- Emerging Market & Asia Pacific equities Joined investment industry: 2000 Joined Aviva Investors: 2009 Joined investment industry: 1994 Joined Aviva Investors: 2001 Main responsibilities Will is responsible for the fund management of our Emerging Market and Asia Pacific equity strategies. Main responsibilities Portfolio manager responsible for Emerging Market and Asia Pacific equity strategies. Experience and qualifications Prior to joining Aviva Investors, Will worked for Royal Bank of Canada in their Global Arbitrage Trading division. Before this, he was a fund manager at Henderson Global Investors on their Pan European Equity Multi-strategy team. Will holds an MA (Hons) from Cambridge University. He also holds the UKSIP Investment Management Certificate and is a CFA charter holder. Experience and qualifications Ed joined Aviva Investors from State Street Global Advisors where he was as a passive equity Portfolio Manager and quant research assistant. Before this, he worked for PanAgora Asset Management. Ed holds an MA (Hons) in Mathematics from Oxford University and an MSc from Essex University. He also holds the UKSIP Investment Management Certificate 17
18 High Yield Equity Fund Important information 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: If you invest in this fund you may lose some or all of the money you invest. Warning: These funds may be affected by changes in currency exchange rates. Warning: A deferral period may apply to withdrawals and/or switches from certain funds. Please refer to your product documentation for further details. Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited ( Aviva Investors ) as at 30 April Unless stated otherwise any views and opinions expressed are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature. Portfolio holdings are subject to change at any time without notice and information about specific securities should not be construed as a recommendation to buy or sell any securities. The underlying holdings of the fund should be considered in order to establish an appropriate minimum holding period. Aviva Ireland High Yield Equity Fund is a unit linked fund owned by Aviva Life & Pensions UK. Aviva Life & Pensions UK Limited, trading as Aviva Life & Pensions Ireland, is authorised by the Prudential Regulation Authority in the UK and is regulated by the Central Bank of Ireland for conduct of business rules. Aviva Life & Pensions UK Limited, trading as Aviva Life & Pensions Ireland, is also regulated in the UK: by the Prudential Regulation Authority for prudential rules and, to a limited extent, by the Financial Conduct Authority for applicable UK conduct rules. Registered Branch Office in Ireland (No ) at One Park Place, Hatch Street, Dublin 2. Tel Web Registered in England ( ) at 2 Rougier Street, York, YO90 1UU. The Investment Manager is Aviva Investors Global Services Limited, regulated and authorised by the Financial Conduct Authority. The content of this document has been produced by Aviva Investors Global Services Limited, the investment manager appointed by Aviva Life & Pensions Ireland to manage the fund. Issued by Aviva Investors Global Services Limited, registered in England No Registered Office: 1 Undershaft, London, EC3P 3DQ. Authorised and regulated in the UK by the Financial Conduct Authority and a member of the Investment Association. Contact us at Aviva Investors Global Services Limited, 1 Undershaft, London, EC3P 3DQ. RA17/0203/
AVIVA IRELAND. High Yield Equity Fund Richard Saldanha Fund Manager, Global Equities. 28 February 2018
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