The implemented philosophy combines a bottom-up approach (stock selection) and to a lesser extent a top down approach (geographical allocation).The fund’s objective is to achieve long-term capital growth. The Investment Manager will seek to achieve the objective of the Sub-Fund by investing in a diversified range of corporate and sovereign bonds based principally in OECD countries, taking into account that the Sub-Fund may invest only up to 30% of its net assets in bonds of said issuers rated sub-investment grade (i.e. Typical investors would seek long-term capital growth measured in euro from an actively managed portfolio of listed equity, equity related securities and derivatives instruments. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in a diversified portfolio of transferable debt securities denominated in any freely convertible currencies issued by OECD governments and other investment grade corporations or institutions and mortgages and asset backed securities, that are located anywhere in the world.
These securities will primarily be sub-investment grade (ie: rated lower than BBB- by Standard and Poor’s or lower than Baa3 by Moody’s or if unrated then deemed to be so by the Investment Manager).The fund’s objective is to achieve a high income by investing in fixed and floating rate securities, with capital growth being a secondary consideration. The portfolio will comprise a selection of Italian large, mid and small cap companies. The investment performance generated for The income yields of the Sub-Fund are of secondary importance. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing at all time at least two thirds of its total assets in a diversified portfolio consisting of inflation-linked bonds and of any other related debt securities issued by OECD governments, corporations or public institutions worldwide. The investment policy of the Sub-Fund is structured so as to offer investors a clear choice of risk/reward profile. Typical investors would seek long-term capital growth measured in euro from an actively managed portfolio of listed equity, equity related securities and derivatives instruments. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in companies domiciled in Switzerland.
profitability of AXA IM in 2011 exceeding pre-crisis levels, has
The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing at all time at least two thirds of its total assets in a diversified portfolio consisting of inflation-linked bonds and of any other related debt securities issued by corporations or public institutions of the Euro zone, and denominated in Euro. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing primarily in companies domiciled or listed in the European geographical area. Typical investors would seek long-term capital growth measured in euro from an actively managed portfolio of listed equity, equity related securities and derivatives instruments.
All rights reserved. This Sub-Fund will be selecting stocks using an entrepreneur investment philosophy.The fund’s objective is to seek performance through dynamic exposure mainly to inflation-linked bonds issued in the OECD. Nevertheless, the Investment Manager could invest up to 10% of its assets in securities issued by any governments and companies based in non-European countries.The fund’s objective is to achieve a long term capital growth combined with a stable income. The Sub-Fund may invest on an ancillary basis in transferable debt securities issued by non-OECD governments, corporations or public institutions.