Equity Funds

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AXA Investment Manager's equity fund investment expertise offers clients two principle active investment strategies – qualitative and quantitative – both of which are clearly focused on generating consistent investment returns and long-term capital growth.

 

Both strategies adopt a fundamental, bottom-up approach to stock selection which entails thorough company analysis, with the aim of identifying those likely to provide investment outperformance. However, they differ in the way in which company research and analysis is applied.

 

Qualitative equity expertise: AXA Framlington

Our qualitative strategy involves specialist Fund managers applying in-depth research and analysis of company fundamentals in order to identify the drivers of long-term, sustainable growth.

 

Find out more about AXA Framlington.

 

Quantitative equity expertise: AXA Rosenberg

Our quantitative strategy utilises proprietary technology to integrate our entire research and investment process. This allows decisions that are informed and objective and in turn, provide the potential for consistent, superior returns.

 

Find out more about AXA Rosenberg and the AXA Rosenberg Global range of funds.

 

Beyond these two principle strategies, we also provide exposure to equities via:

 

AXA Distribution Fund Range

The highly successful Distribution Fund range adopts a disciplined, long-term approach to asset allocation and stock selection. Key to the success of the Distribution range is a core focus on quality, blue-chip equities. The Funds invest in those companies offering robust business models, global business exposure and experienced management teams. Attractive, sustainable dividend payments are also a key consideration.

 

Fund out more about the AXA Distribution Fund Range

 

AXA General Trust

The AXA General Trust aims to provide investors with capital growth and growing income over time. The Fund invests primarily in UK equities but can also invest in the US and Japan. Adopting a broad market view, the Fund invests in companies offering value-added characteristics and which are trading below what we see as their intrinsic worth.

 

Find out more about the AXA General Trust.

 
 

Investment Expertise

 

Find out about our multi-expert business model. For more information about our global Investment Expertise visit our corporate website

 

 

How to invest

 

Find out more about how to invest in this range of funds.

 

 

Literature for this range