AXA IM’s UK funds and investment team
- 02 March 2021 (5 min read)
UK investing at AXA IM
Our UK investment team manages a variety of funds, including those seeking capital growth, income and multi-asset funds. Our Fund Overview document provides a quick summary of the investment team’s overall philosophy, as well as a short and easy to understand guide to each of the funds managed by the team.
Compounding returns are central to successful equity investing. Understanding key trends and meeting company management is critical to assessing the sustainability of a business and its earnings over time. In this respect, the UK market is an attractive opportunity set for growth investors, offering world-leading corporate governance, dependable contract law and accessible company management teams.
Our UK investment team is at the heart of our long-term approach, with our seven dedicated UK equity managers having an average experience of 23 years.
The UK equity team also benefits from AXA IM’s wider investment expertise, including:
- Global equity and thematic investing research from our global equity team
- A dedicated Responsible Investment team and ESG analysts
- An experienced investment analytics team
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Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee that forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
Before making an investment, investors should read the relevant Prospectus and the Key Investor Information Document / scheme documents, which provide full product details including investment charges and risks. The information contained herein is not a substitute for those documents or for professional external advice.
The products or strategies discussed in this document may not be registered nor available in your jurisdiction. Please check the countries of registration with the asset manager, or on the web site https://www.axa-im.com/en/registration-map, where a fund registration map is available. In particular units of the funds may not be offered, sold or delivered to U.S. Persons within the meaning of Regulation S of the U.S. Securities Act of 1933. The tax treatment relating to the holding, acquisition or disposal of shares or units in the fund depends on each investor’s tax status or treatment and may be subject to change. Any potential investor is strongly encouraged to seek advice from its own tax advisors.
Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.