Overview
Finding the right approach for your members.
We understand pensions, and we understand what local government pension schemes need to deliver for their members.
Why AXA IM?
Rigorous, risk-aware and prudent
AXA Investment managers is one of the most experienced managers of pension assets in Europe. We are able to bring this wealth of experience to bear on the complexities of managing these large funds for diverse membership.
As the asset manager of the AXA Group for over 25 years, AXA IM has developed a rigorous, risk-aware approach to liquidity management and credit quality maintenance. Our background in insurance has fostered an inherently prudent investment approach that is well suited to UK pension funds, and the Local Government Pension Scheme (LGPS) specifically.
Focused on the needs of institutional investors
Our institutional client service partnership model helps us to stay ahead of our clients’ evolving needs and objectives. We have a dedicated local authority client director with direct experience of local authority pension funds and their investment and liability management needs, backed up by a client servicing team with extensive experience across the pensions sector.
We’re focused on meeting the core needs of the UK institutional market.
- Climate-aware fixed income
- Investing for sustainability and impact
- Cashflow management
Sustainability built-in
Sustainability is not an optional extra. We believe that environmental, social and governance (ESG) factors are integral to investment performance and a potential risk-factor for investors. Sustainability also presents a long-term thematic opportunity. The move to more sustainable economies will require responsible investors that can identify and support ESG leaders, drive the transition and help clients to protect and grow their investment portfolios.
We have devoted substantial resources over time to build a valuable understanding of the risks and opportunities presented by ESG factors. Our proprietary analytical approach allows us to put sustainability at the heart of institutional portfolios and seek investment resilience over the longer term.
Our offering
Visit our fund centre
Find detailed information on our funds, including performance, prices, and commentary from fund managers.
Seeking to deliver positive, measurable impact and financial returns.
View fundsDesigned for long-term investors who wish to pursue responsible growth by identifying listed companies that can achieve a measurable and effective impact on the preservation of life on land, water and air.
View fundsAXA Carbon Transition Sterling Buy and Maintain Credit has a dual objective of generating an income and capital return over the long term, while keeping its weighted average carbon intensity (WACI) lower than our carbon emissions benchmark. It has an active management style, focused on long-term fundamentals and aims for low turnover to keep transactions to a minimum.
View fundsGreen and social impact investing involves purchasing bonds where the proceeds are earmarked for projects that support a low-carbon economy or the basic needs of underserved populations and communities. They help finance a myriad of initiatives, including renewable energy, pollution prevention, access to healthcare, affordable housing and female empowerment.
View fundsSeeks to achieve a long-term return above that of the MSCI World Total Return Net Index, with lower volatility and a robust ESG approach.
View funds
Important information
The value of investments may fall as well as rise and you may not get back the full amount invested.
Fund-specific risk factors
AXA WF Green bonds
Counterparty Risk: Risk of bankruptcy, insolvency, or payment or delivery failure of any of the Sub-Fund's counterparties, leading to a payment or delivery default.
Geopolitical Risk: investments in securities issued or listed in different countries may imply the application of different standards and regulations. Investments may be affected by movements of foreign exchange rates, changes in laws or restrictions applicable to such investments, changes in exchange control regulations or price volatility.
Liquidity Risk: risk of low liquidity level in certain market conditions that might lead the Sub-Fund to face difficulties valuing, purchasing or selling all/part of its assets and resulting in potential impact on its net asset value. Credit Risk: Risk that issuers of debt securities held in the Sub-Fund may default on their obligations or have their credit rating downgraded, resulting in a decrease in the Net Asset Value.
Currency Risk: the Fund holds investments denominated in currencies other than the base currency of the Fund. As a result, exchange rate movements may cause the value of investments (and any income received from them) to fall or rise affecting the Fund's value.
AXA People & Planet Equity
Counterparty Risk: failure by any counterparty to a transaction (e.g. derivatives and securities lending) with the Fund to meet its obligations may adversely affect the value of the Fund. The Fund may receive assets from the counterparty to protect against any such adverse effect but there is a risk that the value of such assets at the time of the failure would be insufficient to cover the loss to the Fund.
Emerging Market Risks: emerging markets or less developed countries may face more political, economic or structural challenges than developed countries. As a result, investments in such countries may cause greater fluctuations in the Fund's value than investments in more developed countries. In addition the reliability of trading, settlement and custody systems in some emerging market countries may not be equal to more developed countries and result in greater operational and liquidity risk.
Currency Risk: the Fund holds investments denominated in currencies other than the base currency of the Fund. As a result, exchange rate movements may cause the value of investments (and any income received from them) to fall or rise affecting the Fund's value.
AXA Carbon Transition Buy & Maintain
Counterparty Risk: failure by any counterparty to a transaction (e.g. derivatives and securities lending) with the Fund to meet its obligations may adversely affect the value of the Fund. The Fund may receive assets from the counterparty to protect against any such adverse effect but there is a risk that the value of such assets at the time of the failure would be insufficient to cover the loss to the Fund.
Derivatives: derivatives can be more volatile than the underlying asset and may result in greater fluctuations to the Fund's value. In the case of derivatives not traded on an exchange they may be subject to additional counterparty and liquidity risk.
Interest Rate Risk: fluctuations in interest rates will change the value of bonds, impacting the value of the Fund. Generally, when interest rates rise, the value of the bonds fall and vice versa. The valuation of bonds will also change according to market perceptions of future movements in interest rates.
Liquidity Risk: some investments may trade infrequently and in small volumes. As a result the fund manager may not be able to sell at a preferred time or volume or at a price close to the last quoted valuation. The fund manager may be forced to sell a number of such investments as a result of a large redemption of shares in the Fund. Depending on market conditions, this could lead to a significant drop in the Fund's value and in extreme circumstances lead the Fund to be unable to meet its redemptions.
Credit Risk: the risk that an issuer of bonds will default on its obligations to pay income or repay capital, resulting in a decrease in Fund value. The value of a bond (and, subsequently, the Fund) is also affected by changes in market perceptions of the risk of future default. Investment grade issuers are regarded as less likely to default than issuers of high yield bonds. Further explanation of the risks associated with an investment in this Fund can be found in the prospectus.
AXA World Funds Sustainable Equity QI
Counterparty Risk: failure by any counterparty to a transaction (e.g. derivatives) with the Sub-Fund to meet its obligations may adversely affect the value of the fund. The Sub-Fund may receive assets from the counterparty to protect against any such adverse effect but there is a risk that the value of such assets at the time of the failure would be insufficient to cover the loss to the Sub-Fund.
Geopolitical Risk: investments issued or traded on markets in different countries may involve the application of different standards and rules (including local tax policies and restrictions on investments and movement of currency), which may be subject to change. The Sub-Fund's value may therefore be impacted by those standards/rules (and any changes to them) as well as the political and economic circumstances of the country/region in which the Sub-Fund is invested.
Operational Risk: the Sub-Fund is subject to the risk of loss resulting from inadequate or failed internal processes, people or systems or those of third parties such as those responsible for the custody of the Sub-Fund's assets.
Stock Lending: the Sub-Fund may enter into securities lending agreements and as a result be subject to increased counterparty risk. Should the counterparty fail financially, the securities received will be called upon. However in the event of significant market volatility at the time of default the value of those securities received could fall below the value of the lent securities. In this instance the manager would not have sufficient cash to purchase the equivalent value of securities lent out which could result in a significant negative impact on the Sub-Fund's value.
Risk linked to Method and Model: attention is drawn to the fact that the Sub-Fund's strategy is based on the utilisation of a proprietary share selection model. The effectiveness of the model is not guaranteed and the utilisation of the model may not result in the investment objective being met. Further explanation of the risks associated with an investment in this Sub-Fund can be found in the prospectus.
Disclaimer
Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly.
This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. 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.
For more information on sustainability-related aspects please visit https://www.axa-im.com/what-is-sfdr
For investors located in the European Union :
Please note that the management company reserves the right, at any time, to no longer market the product(s) mentioned in this communication in the European Union by filing a notification to its supervision authority, in accordance with European passport rules.
In the event of dissatisfaction with AXA Investment Managers products or services, you have the right to make a complaint, either with the marketer or directly with the management company (more information on AXA IM complaints policy is available in English: https://www.axa-im.com/important-information/comments-and-complaints ). If you reside in one of the European Union countries, you also have the right to take legal or extra-judicial action at any time. The European online dispute resolution platform allows you to submit a complaint form (available at: https://ec.europa.eu/consumers/odr/main/index.cfm?event=main.home.chooseLanguage) and provides you with information on available means of redress (available at: https://ec.europa.eu/consumers/odr/main/?event=main.adr.show2).
Summary of investor rights in English is available on AXA IM website https://www.axa-im.com/important-information/summary-investor-rights. Translations into other languages are available on local AXA IM entities’ websites.
AXA Carbon Transition Global Short Duration Bond Fund is a sub fund of AXA IM Fixed Income Investment Strategies which is a Luxembourg UCITS Fund (“fonds commun de placement”) approved by the CSSF. It is managed by AXA Investment Managers Paris , a company incorporated under the laws of France, having its registered office located at Tour Majunga– La Défense 9 – 6, place de la Pyramide,– 92800 Puteaux, registered with the Nanterre Trade and Companies Register under number 353 534 506, and a Portfolio Management Company, holder of AMF approval no. GP 92008, issued on 7 April 1992.
AXA People & Planet Equity Fund and AXA UK Sustainable Equity Fund are authorised unit trusts for the purposes of the Act and are constituted as a trust by a Trust Deed pursuant to the COLL Sourcebook. Each Fund is a UK UCITS which complies with the COLL Sourcebook.
AXA World Funds Sustainable Equity QI and AXA WF Green Bonds fund are sub-funds of AXA World Funds. AXA WORLD FUNDS’ registered office is 49, avenue J.F Kennedy, L-1885 Luxembourg. AXA World Funds is registered under the number B. 63.116 at the “Registre de Commerce et des Sociétés”. AXA World Funds is a Luxembourg SICAV UCITS approved by the CSSF. It is managed by AXA Investment Managers Paris , a company incorporated under the laws of France, having its registered office located at Tour Majunga– La Défense 9 – 6, place de la Pyramide,– 92800 Puteaux, registered with the Nanterre Trade and Companies Register under number 353 534 506, and a Portfolio Management Company, holder of AMF approval no. GP 92008, issued on 7 April 1992.
Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ
In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.
[*] The classification of the Sustainable Equity QI strategy under SFDR may be subject to adjustments and amendments, since SFDR has come into force recently only and certain aspects of SFDR may be subject to new and/or different interpretations than those existing at the date of this page. As part of the ongoing assessment and current process of classifying its financial products under SFDR, AXA IM reserves the right, in accordance with and within the limits of applicable regulations and of the strategy’s legal documentation, to amend the classification of the strategy from time to time to reflect changes in market practice, its own interpretations, SFDR-related laws or regulations or currently-applicable delegated regulations, communications from national or European authorities or court decisions clarifying SFDR interpretations. Investors are reminded that they should not base their investment decisions on the information presented under SFDR only.
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.