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AXA Investment Managers Netherlands Branch


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AXA WF Defensive Optimal Income A EUR



Data as at:

Past performance should not be used as a guide to future performance.

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AXA WF Defensive Optimal Income

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Objective & investment strategy:  The Sub-Fund seeks to achieve medium term capital growth by investing in a diversified portfolio of broad asset classes, through a defensive approach aiming to limit the annualised volatility at 5%.
Performance indicator:  65% Bloomberg Barclays Global Aggregate OECD Currency Hedged EUR + 25% MSCI AC World Total Return Net + 10% Bloomberg Commodity ex Agriculture and Livestock Capped TR Gross
Fund 1st NAV date: 18-1-99
Subscription and redemption conditions:  Telephone orders are to be confirmed by fax to the day.
ISIN: Acc: LU0094159042 Inc: LU0094159125

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Accounting currency: EUR
European passport: Yes
Launch date: 18-1-99

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Asset class: Multi-Asset Investments
Investment expertise: Asset Allocation, Absolute & Total Return
Legal authority classification: -
Legal form: SICAV
Investment area: Global
Fund agreement date: 18-1-99

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Legal authority: Commission de Surveillance du Secteur Financier
Custodian: State Street Bank Luxembourg S.C.A
Investment manager: AXA IM Paris
Management company: AXA Funds Management SA (Luxembourg)
Promoter: -
Transfer agent: Acc: State Street Bank Luxembourg S.C.A Inc: State Street Bank Luxembourg S.C.A

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Recommended investment horizon:  This Sub-Fund may not be suitable for investors who plan to withdraw their contribution within 3 years.
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