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Overview

Our top-level screening policy applies to the vast majority of assets. We were among the first asset managers to put in place a blanket exclusion for companies which derive more than 30% of revenues from coal. We also exclude assets linked to food commodities and palm oil production and follow exclusion rules on controversial weapons.

AXA IM also manage Responsible Investment funds applying additional exclusions policies to systematically address the most severe sustainability risks into the investment decision-making process.

Controversial Weapons Policy

AXA IM considers that investment in companies involved in Controversial Weapons activities or provisions to such companies should be avoided.

Climate Risk Policy

To support Paris Agreement goals and the transition to a low-carbon economy, AXA IM aims to reduce its exposure carbon intensive sectors by excluding coal and oil sand activities.

Palm Oil Policy

The acceleration of palm oil demand poses major environmental and social challenges. We exclude companies which do not comply with Roundtable on Sustainable Palm Oil certification or have bad business

Soft Commodities Policy

AXA IM strives to not participate in short-term instruments commodities or enter into speculative transactions that may contribute to price inflation in basic agricultural or marine commodities.

ESG Standards Policy

ESG integrated, Sustainable Investing and Impact mutual funds apply our ESG standards policy, with additional exclusions on tobacco, white phosphorus weapons, UNGC breaches and poor ESG quality.

    Disclaimer

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.

    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 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.

    All investment involves risk , including the loss of capital. The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.

    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.