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AXA Rosenberg All Country Asia Pacific Ex-Japan Alpha Fund A USD

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 USD

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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 Rosenberg All Country Asia Pacific Ex-Japan Alpha Fund

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Objective & investment strategy:  The objective of the fund is to outperform the MSCI All Country Asia Pacific ex Japan Index over a 3 years rolling period. The strategy consists in building a highly diversified portfolio of stocks identified as slightly undervalued in comparison with stocks operating in similar industries. AXA Rosenberg investment process is based upon detailed analysis of fundamental data. Since 1985, AXA Rosenberg has refined a highly disciplined process that leverages the power of technology. By combining fundamental knowledge with technology AXA Rosenberg is able to comprehensively understand and assess a company’s investment potential. Hence, the stock selection for this fund is realised by analysing nearly 200 balance sheet and profit & loss statement items to identify those companies which have the potential to generate superior future earnings and are currently undervalued relative to their peers.
Performance indicator:  100% MSCI AC ASIA PAC EX JP U$ - TOT RETURN IND
Fund 1st NAV date: 28/02/05
Subscription and redemption conditions:  -
ISIN: Acc: IE00B03Z0P68

Accounting currency: USD
European passport: Yes
Launch date: 04/01/05

Asset class: Quantitative Equity
Investment expertise: Equity Quantitative Broad Market/Large Cap
Legal authority classification: -
Legal form: Unit Trust
Investment area: Asia Pacific ex-Japan
Fund agreement date: -

Legal authority: -
Custodian: State Street International (Ireland) Limited
Investment manager: AXA Rosenberg Investment Management Ltd (UK)
Management company: AXA Rosenberg Investment Management Ltd (UK)
Promoter: -
Transfer agent: Acc: -

Recommended investment horizon: > 8 years
Risk profile: -

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