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AXA WF Optimal Income A EUR

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 EUR

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Please note past performance should not be used as a guide to future performance, which is not guaranteed. Investment Managers funds should be considered a long term investment. The value of your investment may go down as well as up. There is no guarantee that you will get back the amount you originally invested.

We recommend that investors seek financial advice before making investment decisions. 

AXA WF Optimal Income

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Objective & investment strategy:  AXA WF Optimal Income was created to fulfil the needs of investors seeking equity exposure with reduced risks, combining both high yielding equities (with a bottom up selection) and other asset classes: fixed income and cash. This innovative strategy makes the fund reactive to market moves in an uncertain environment and reassuring during volatile periods.
Performance indicator:  -
Fund 1st NAV date: 19/11/03
Subscription and redemption conditions:  Orders must reach SSB Luxembourg every Luxembourg Business Day (D) no later than 15:00 CET. The orders will be executed on the basis of NAV/share calculated the following day (D+1). Settlement: D+4
ISIN: Acc: LU0179866438 Inc: LU0179866354

Accounting currency: EUR
European passport: Yes
Launch date: 19/11/03

Asset class: Multi-Asset Investments
Investment expertise: Optimal Investments
Legal authority classification: -
Legal form: SICAV
Investment area: Global
Fund agreement date: 19/11/03

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

Recommended investment horizon: > 6 years
Risk profile: C

Risk of capital loss but limited to invested capital

How to subscribe?

If you want to invest in several AXA IM's funds ranges (and if you do not already have any account with a custodian, platform or ICSD) we are please to propose the services of AXA IM's Offer to meet Needs Everywhere -ONE- via our Regional Transfer Agent, BNP Paribas Securities Services Luxembourg. 
Please contact AXA IM's Client Operations team at +33 1 44 45 70 04 or via email at clientops@axa-im.com. You may also contact your local AXA IM client service or sales representative for more details.

- If you are interested in investing in the AXA World funds range only, you can open a registered account directly with State Street Luxembourg free of charge, please contact luxtareg@statestreet.comor +352 46 40 10 010

- If you are interested in investing in the AXA Rosenberg range only, you can open a registered account directly with State Street Dublin free of charge, please contact axaregistration@steetstreet.comor + 353 1 853 83 39