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Year Founded: 1971

AUM: $277.96B | Dry Powder: $1.10B

Saint Helen, 1 Undershaft, London EC3P 3DQ, England, UK
Aviva Investors is a wealth management firm based in London, UK. It is a global asset manager specializing in real estate, fixed income, equity, multi-asset and alternative investments. It also manages a hedge fund that employs high yield strategies

Key Contacts

  • Mark Versey
    CEO, Director & Board Member of the Investment Association
  • Tom Howard
    Chief Financial Officer & Executive Committee Member
  • Kate McClellan
    Chief Operating Officer

Investment Preferences

  • Preferred Industries
    Real Estate Services (B2C)
  • Geographical Preference

    N/A

  • Preferred Deal Types

    N/A

  • Other Investment Preferences
    • Seeks ESG investments
    • Seeks Impact investments

Investments By Year

Source: Pitchbook

Funds Closed

Climate Transition European Equity Fund
Vintage: 2019

Size: $53.9M

Dry Powder: $30.0M 

Details: The fund invests principally in equities of European companies responding to climate change

Continental European Long Lease Strategy Fund
Vintage: 2017

Size: $124.3M

Dry Powder: $21.2M

Details: retail

AI Infra. Fund
Vintage: 2015

Size: N/A

Dry Powder: N/A

Details: Fund’s infrastructure asset preference is renewable energy. Its target size is $374.8 million

Investments By Industry

Investments By Region

Source: Pitchbook

Key Investments

In December 2021, Aviva invested £50 million into sustainability focused venture capital funds. The new investments into funds with a specific sustainability focus will directly support Aviva’s strategic ambition to contribute to a sustainable economic recovery

In July 2021, Aviva Investors invested in the installation of a £3 million photovoltaic panel at Next PLC’s Distribution Centre. The solar project would facilitate a renewable energy supply for on-site consumption by Next and would help Aviva Investors’ net-zero commitments. The project involves the installation of a 2,400kWp system which would generate over 2,100,000 kWh of clean energy each year and offset an estimated 447,300 kg of CO2 per year

In March 2021, Aviva Investors provided financing to Diamond Transmission Partners for the acquisition of Hornsea One, an off-shore wind firm. Hornsea One is owned by Ørsted Wind Power A/S and Global Infrastructure Partners (‘GIP’). The wind firm has 1.2GW asset located off the East Coast of England, Consisting of 174 Siemens and 7MW wind turbine generators

In April 2020, Aviva Investors on behalf of Aviva UK Life’s annuity business agreed to provide £35 million in debt financing to Big Yellow Group, the UK-based self-storage company. As per the financing deal, Aviva Investors has included a green clause in the transaction, which is subject to the installation of solar panels on additional security properties. The intention behind the installation of solar panels is to lower the emission portfolio while reducing ongoing running costs of the underlying assets

In February 2020, Aviva Investors provided debt financing to Vital Energi, a Scottish Equity Partners-backed district heating developer and operator for its acquisition of 18MW Drakelow energy-from-waste project in central England from Future Earth Energy

In January 2020, Aviva Investors acquired an energy-from-waste (EfW) project in South Wales, UK from an unknown developer for an estimated £120 million. The project is to have a capacity of 20MW. Aviva Investors acquired the project in an all-equity transaction. The project is expected to process more than 200,000 tonnes of commercial and industrial waste from the area each year

In November 2019, Aviva Investors along with Allianz Global Investors, Generali Global Infrastructure, IFM Investors, La Banque Postale Asset Management and Vantage Infrastructure provided a 10-year private placement notes worth slightly more than €500 million for a German heating services company Getec backed by EQT Infrastructure

In May 2018, Aviva Investors’ infrastructure platform acquired a 49% stake in a £239.4 million (€272.3 million) Scottish wind farm portfolio from Fred Olsen Renewables. The portfolio includes Crystal Rig III and Brockloch Rig Windfarm

Other Details

Aviva investors is part of Aviva Group. It is a global asset manager with expertise in all major asset classes. It employs more than 1,000 people and operates in 13 countries. The firm’s total assets under management stands at c.$278 billion. The firm specializes in real estate, fixed income, equity, multi-asset, and alternative investments

The firm’s latest open fund is Aviva Investors Climate Transition Real Assets Fund. The fund is a real assets & natural resources fund. The fund would invest in solar, onshore wind and the active decarbonization of inefficient real estate assets

Aberdeen Asset Management, Amati Global Investors, Anchor Trust, Andera Partners, Artemis Investment Management, BlackRock, BlackRock Fund Advisors, Bpifrance, British Land Company, British Land Company, CDC Enterprises, CFH Management are some of the co-lenders of Aviva Investors

Source: Realassets.ipe, Actuarial Post, SparkSpread, Inframationnews