AXA IM adopts SDR Sustainability Improver labels for its fixed income carbon transition funds
- 14 May 2025
- AXA IM’s SDR-labelled funds reach c.£1.2 billion in AUM across fixed income and equities
- The two carbon transition strategies are among the first fixed income funds to adopt an SDR label
AXA Investment Managers (AXA IM) has adopted ‘Sustainability Improver’ labels for the AXA Carbon Transition Global Short Duration and the AXA Carbon Transition Sterling Buy and Maintain Credit funds, under the FCA’s UK Sustainability Disclosure Requirements (SDR) regime.
The two carbon transition strategies will continue to pursue both financial and sustainability objectives, aiming to support the transition to a net zero carbon economy by 2050. The funds are among the first fixed income products to adopt an SDR label, underscoring AXA IM’s position as a fixed income ESG powerhouse, and they provide end investors the opportunity to align their fixed income investments with their sustainability goals.
AXA IM’s SDR-labelled range has so far c.£1.2 billion in assets invested across fixed income and equities, representing just under 15% of its UK domiciled fund range. These include four ‘Sustainability Improvers’ (two carbon transition fixed income strategies, and two sustainable equity strategies) and one ‘Sustainability Impact’ label (a people and planet equity strategy).1
The carbon transition framework used in the SDR ‘Sustainability Improver’ labelled funds is also leveraged in AXA IM’s extensive segregated fixed income portfolios managed on behalf of UK institutional clients.
Jane Wadia, Head of Sustainability, Core Products & Clients at AXA IM said:
“Bond investors are in a unique position to capitalise on the investment opportunities driven by the transition to a lower carbon economy and this has been proven by the success of our fixed income carbon transition strategies, and the demand we are seeing from UK-based clients.
“Our focus continues to be on empowering clients with a comprehensive suite of products. These range from, traditional investments that consider ESG factors as part of the investment process, to sustainability driven strategies, enabling them to align their portfolios with both financial objectives and sustainability priorities.
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About AXA Investment Managers
AXA Investment Managers (AXA IM) is a leading global asset manager offering a diverse range of global investment opportunities in both alternative and traditional asset classes. Through our products we aim to diversify and grow portfolios, while delivering long-term investment performance and value for clients.
AXA IM manages approximately €879 billion in assets, of which €493 billion are categorized ESG-integrated, sustainable or impact. As an established player in responsible investing, we adopt a pragmatic approach with a view to provide long-term value to our clients, our employees and the broader economy.
Part of the AXA Group, a worldwide leader in insurance and asset management, AXA IM employs over 3,000 employees and operates from 24 offices in 19 countries globally.
All figures, as at end of December 2024
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