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AXA Rosenberg Pan European Enhanced Index Equity Alpha Fund 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 Rosenberg Pan European Enhanced Index Equity Alpha Fund

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Objective & investment strategy:  The investment objective of the Pan-European Enhanced Index Equity Fund is to provide long term capital appreciation with a total return greater than the return of the MSCI Europe Index with a relatively low risk on a rolling three year basis. The Pan-European Enhanced Index Equity Fund will primarily (meaning not less than 70% of the Net Asset Value) invest in equity securities traded principally on Regulated Markets that the Manager has identified as undervalued and that are issued by companies that have their registered office or carry out a predominant portion of their economic activity (meaning not less than 51%) in Europe. It is intended that the Pan-European Enhanced Index Equity Fund will be substantially fully invested in such equity securities. The investment approach of the Manager will attempt to build a portfolio which maintains a level of risk that is similar to that of the MSCI Europe Index with the ability to provide an enhanced return through the use of AXA Rosenberg's proprietary quantitative stock selection models and research, while limiting the relative deviation from the return of the MSCI Europe Index.
Performance indicator:  100% MSCI EUROPE GROSS RETURN
Fund 1st NAV date: 08/10/03
Subscription and redemption conditions:  -
ISIN: Acc: IE0033609839

Accounting currency: EUR
European passport: Yes
Launch date: 06/10/03

Asset class: Quantitative Equity
Investment expertise: Equity Quantitative Enhanced Index
Legal authority classification: -
Legal form: Unit Trust
Investment area: Global Europe
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