AXA IM adopts Impact label for AXA Green Short Duration Bond Fund
- 30 July 2025
AXA Investment Managers (AXA IM) has adopted the ‘Sustainability Impact’ label for the AXA Green Short Duration Bond Fund under the FCA’s Sustainability Disclosure Requirements (SDR) framework, emphasising the Fund’s clear intention to generate positive environmental outcomes.
The AXA Green Short Duration Bond Fund (formerly named the AXA ACT Green Short Duration Bond Fund) has a three-year track record and is one of the first fixed income funds to achieve an Impact label under the FCA’s regime.
The Fund supports the transition to a low-carbon economy by investing mainly in bonds financing projects in the Smart Energy, Low Carbon Transportation, and Green Buildings sectors. Leveraging our deep fixed income expertise and proprietary Green Bond framework, the Fund aims to deliver the dual objectives of providing financial returns and delivering a positive and measurable environmental impact[1]. The Fund applies a diversified bonds strategy which aims to limit exposure to interest rate risk by focusing on Green Bonds with maturities of five years or less.
Jane Wadia, Head of Sustainability, Core Products & Clients at AXA IM said: “We are delighted to adopt another impact label in our UK fund range, reflecting our deep commitment to intentional, measurable and transparent sustainable investing. The Fund is designed for investors seeking a well-diversified short duration fund that also delivers positive and measurable environmental impact.”
An early investor in the fund, Damien Lardoux, CFA, Head of Impact Investing at EQ Investors, added: “We welcome the Fund’s adoption of the FCA’s ‘Sustainability Impact’ label in recognition of the integrity and ambition underscoring the investment approach. We are proud to have supported the AXA Green Short Duration Bond Fund since its launch in 2022. Harnessing AXA IM’s combined expertise in fixed income and green bonds, the Fund has been a fantastic addition to EQ Investor’s sustainable portfolios.”
AXA IM now has a range of six labelled funds under the UK SDR regime, comprising four ‘Sustainability Improver’ funds, and two ‘Sustainability Impact’ funds. AXA IM aims to accompany the transition to a more sustainable future by maintaining its advanced position in responsible investing and continuing to develop a distinctive industry-leading asset management offering.
The value of investments may fall as well as rise and you may not get back the full amount invested.
[1] The Consumer Facing Disclosure document which outlines the funds sustainability approach can be found here: AXA Green Short Duration Bond Fund Z q Accumulation GBP - AXA IM UK - Individual
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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.