We actively invest for the long term to help our clients, the communities of the world, and our planet to prosper

Important Notices 

*ESG integrated definition: Our top-down focus on responsible investment has driven us to develop a proprietary ESG scoring system. We closely monitor any low-scoring investment holdings that might signal worrying tail risks. Our goal is to address the ESG themes that are most significant for investors so that we can protect client returns into the future. Our screening policy applies across the vast majority of assets. This excludes manufacturers of controversial weapons and companies who derive more than 30% of revenues from coal production. We also exclude assets linked to food commodities or palm oil production. ESG Integrated Funds apply additional screening to exclude tobacco producers and companies in violation of the UN Global Compact. We seek to minimise exposure to companies with low ESG scores, however there is no systematic objective to reduce the investment universe further at this level. ESG research and key performance indicators (KPIs) form part of the investment decision-making process in portfolios. On average, about 4-5% of a benchmark index would be excluded from investments at this level. All ESG integrated funds are subject to our stewardship approach. Percentages may not equal 100% due to rounding. All data as of 30/06/2020.  

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.