Responsible Investing

We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet.

We are committed to responsible investing1

76 %

of AUM2 classified as Articles 8 & 9 under SFDR.

29 bn

in GSS Bonds.

25 + years

Our first RI mandate was awarded in 1998 and helped to create sustainable jobs.

34 + specialists

Putting responsible investing to work in our strategies.

F ounding Member

of the Net Zero Asset Managers Initiative.

Sustainability

How are we making progress towards sustainability?

Explore our Climate Progress Report for a comprehensive overview of our progress and actions against our climate commitments and net zero goals.

View our climate action report

Risks

No assurance can be given that our 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: global investments risk, equity risk, credit risk, derivatives risk and leverage, risks linked to investments in emerging markets, counterparty risk and geopolitical risk.

    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.

    The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonized definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar, but which should be distinguished because their calculation method may be different.

    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. This material does not contain sufficient information to support an investment decision.