AXA WF Global Optimal Income
Last NAV 149.2500 EUR as of 13/08/19
Why this fund
AXA WF Global Optimal Income aims to capture global growth while managing the unknowns, with conviction led-stock-picking.
Finding steady growth in today’s market remains challenging for investors everywhere. Designed to provide exposure to global equity markets while managing their ups and downs, AXA WF Global Optimal Income aims to provide total returns through flexible multi-asset approach.
Please note that the funds or securities referred to herein may not be registered nor available in your jurisdiction, and that the information provided does not constitute an offer to buy or sell, solicitation or investment advice. Please check the countries of registration with the asset manager, or on the website, where a fund registration map is available.
REASONS TO INVEST
- Aims to provide steady long-term capital growth by capturing the upside of rising equity markets, while managing some of the drawdowns in declining markets.
- Diversified multi-asset exposure through dynamic asset allocation. We have full flexibility on risk assets (0-100% allocation to equities*) to capture investment opportunities and manage risks as and when they arise.
- Quality-driven selection and performance. Our combination of top-down asset class experts and bottom-up selectivity aims to gives investors long-term growth.
*Percentage of portfolio’s net assets for illustrative purposes only. For more details refer to the appropriate KIID or Prospectus.
**Morningstar ranking indicates that AXA WF Global Optimal Income is in the 1st decile across 1yr, 3yr and since-launch within the EAA OE EUR Flexible Allocation – Global category.© Morningstar as at 08/03/2018. The information, data, analyses and opinions contained herein (1) include the propriety information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates.
*** Source: AXA IM, as at December 2017. Information about the staff at AXA Investment Managers and / or AXA Investment Managers is only informative. We do not guarantee the fact that staff remain employed by AXA Investment Manager
FIVE YEARS OF FLEXIBLE ASSET ALLOCATION
Discover how portfolio manager Serge Pizem has used the strategy’s flexible equity allocation since 2013, to capitalise on growth opportunities and manage risks as they arise.
The Fund invests in financial markets and uses techniques and instruments which are subject to some levels of variation, which may result in gains or losses. The Fund may be exposed to specific risks including, but not limited to, credit risk and geopolitical risks. Investors are advised to refer to the current prospectus and consider the risk discussion under ‘Risk Factors’ before investing in the Fund.
The Sub-Fund seeks to achieve a mix of stable income and capital growth measured in Euro by investing in a mix of equities and fixed income securities issued by governments and companies primarily domiciled or listed in OECD countries, over a long term period.
Synthetic Risk & Reward Information scale
Past performance is not a reliable indicator as to future performance.
Performance calculations are net of management fees. Performance are shown as annual performance ( 365 days). In the case where the currency of the investor is different from the Fund’s reference currency the gains are capable of varying considerably due to the fluctuations of the exchange rate.
|Performance indicator||Start date||End date|
|Performance table||Net performance||Performance indicator||Start date||End date|
|Risk table||Fund volatility||Benchmark volatility||Tracking error||Information ratio||Sharpe ratio||Beta||Alpha|
|Expertise||Total Return & Allocation|
|Range||AXA World Funds|
|Custodian||State Street Bank Luxembourg S.C.A|
|Asset manager||AXA INVESTMENT MANAGERS PARIS S.A.|
|Depositary||State Street Bank Luxembourg S.C.A|
|Legal asset manager||AXA Funds Management SA (Luxembourg)|
|Fund Manager||Serge PIZEM|
|Investment team||MT Absolute & Total Return|