Why ETFs?
- The same all-in-one diversification offered by mutual funds
- With the ease of trading like stocks
- Full visibility of the underlying holdings
Traditionally passive investments, today’s ETFs have evolved to offer investors access to a much wider range of investment strategies, including an increasing number of actively managed funds.
Why AXA IM for ETFs?
Combining expertise
Our ETF platform brings together:
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The extensive investment experience of our multi-disciplined portfolio management teams.
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ETF expertise through our dedicated in-house Capital Markets and Structured Asset Management teams
Accessing future-focused solutions
We believe the challenges and opportunities facing investors – and the world – demand solutions designed with the future in mind.
We have an established history of product innovation that does just that, with solutions that allow investors to benefit from themes ranging from climate change to the consumer digital revolution.
Benefitting from an ETF format
- Easy access: readily traded on stock exchanges
- Liquidity: priced in real time and can be bought and sold throughout the day
- Transparency: portfolio holdings disclosed every day
Our strategies
Our ETF offering will build on AXA IM’s long-standing strengths investing in areas including:
- Sustainable equities
- Credit
- Technology
AXA IM ETFs offer easy access to our recognised expertise as well as the opportunity to further enhance our investment offering as economies, markets and client needs evolve.
US High Yield Opportunities Strategy
The US High Yield Opportunities strategy is a full duration high yield strategy offering pure US high yield exposure and leveraging AXA IM’s experience managing US high yield investment since 2001.
US Equity PAB Strategy
The US Equity PAB strategy is passively managed with the aim of tracking the performance of the MSCI USA Climate Paris Aligned Index®, less fees and expenses, through full physical replication.
Europe Equity PAB Strategy
The Europe Equity PAB strategy is passively managed with the aim of tracking the performance of the MSCI Europe Climate Paris Aligned Index®, less fees and expenses, through full physical replication.
Euro Credit PAB strategy
The Euro Credit PAB strategy utilises an innovative combination of the diverse skills of AXA IM’s Euro Credit team, RI and ESG expertise, and ETF ecosystem to offer a core building block and the flexibility of active management as an alternative to passive.
USD Credit PAB strategy
The USD Credit PAB strategy utilises an innovative combination of the diverse skills of AXA IM’s US Credit team, RI and ESG expertise, and ETF ecosystem to offer a core building block and the flexibility of active management as an alternative to passive.
Climate strategy
The Climate strategy invests in companies that are acting positively for the climate by reducing and/or limiting the impact of global warming on economies and societies. The ETF has been developed to align with the following United Nations Sustainable Developmental Goals (UNSDGs)2 :
- 7 – Affordable and Clean Energy
- 13 – Climate Action
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Biodiversity strategy
The Biodiversity strategy invests in companies that are acting positively for biodiversity by reducing and/or limiting the negative impact of human activities on biodiversity. The ETF has been developed to align with the following United Nations Sustainable Developmental Goals (UNSDGs)**:
- 6 – Clean Water & Sanitation
- 12 – Responsible Consumption & Production
- 14 – Life Below Water
- 15 – Life on Land
Nasdaq 100 strategy
The Nasdaq 100 strategy is designed to passively replicate the performance of the Nasdaq-100® index. This strategy provides a cost effective means of tapping into the growth potential of the biggest modern-day industrial and technology companies in the US, in a single transaction.
MSCI USA PAB Strategy
The strategy provides accessible and cost-effective exposure to the breadth of market-leading opportunities found within large- and mid-cap US equities, whilst supporting the transition to a lower-carbon economy.
Insights and guides
A guide to active ETFs
- by
- 22 August 2022 (5 min read)
Active ETFs: A paradigm shift for sustainable investing
- by
- 02 September 2022 (5 min read)
Risk Warning
No assurance can be given that our investment strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: equity; emerging markets; global investments; investments in small and micro capitalisation universe; investments in specific sectors or asset classes specific risks, liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.
Disclaimer
The classification of the [Fund] under SFDR may be subject to adjustments and amendments, since SFDR has come into force recently only and certain aspects of SFDR may be subject to new and/or different interpretations than those existing at the date of this [Prospectus/PPM]. As part of the ongoing assessment and current process of classifying its financial products under SFDR, [the Manager] reserves the right, in accordance with and within the limits of applicable regulations and of the [Fund]’s [legal documentation], to amend the classification of the Fund from time to time to reflect changes in market practice, its own interpretations, SFDR-related laws or regulations or currently-applicable delegated regulations, communications from national or European authorities or court decisions clarifying SFDR interpretations. Investors are reminded that they should not base their investment decisions on the information presented under SFDR only.
This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient.