Our Sustainable Equity Strategy
The AXA IM Sustainable Equity strategy is an actively managed global equity strategy following a factor-based investment approach with a focus on the Low Volatility and the High Quality factors – while actively investing in a sustainable way.
It comprises actively managed large-cap equities with a specific focus on climate change and/or robust companies’ ESG profiles. This is achieved through our responsible investment filter, proprietary ESG analysis and active engagement and voting.
The result is a sustainable portfolio that seeks to capture the long-term growth associated with equities but with less risk and superior ESG credentials relative to the benchmark, MSCI ACWI ex-Australia.
Watch video: Has the strategy delivered what you hope for in the past 10 years?
Role in a portfolio
- Core element of a global equity allocation
- Specific exposure to quality, low-volatility factors
- Entry point to diversified ESG exposure
- Diversifier across geographies and market cap
Strategy highlights
- Expenses capped at 35bps
- Focused on companies that deliver sustainable earnings, to create a defensive portfolio
- ESG Integration to mitigate risks and potentially improve long term returns
See the potential of factor investing
PROFESSIONAL INVESTORS ONLY: Click here to explore our Equity QI Visualiser. Not suitable for retail investors. Our advanced factor approach combines cutting-edge technology with company fundamentals, proprietary data and machine learning, which we believe improves investment outcomes.
EXPLORE OUR EQUITY QI VISUALISERAwards
As at 13 October 2023 |
Product Disclosure Statement
Reference Guide
Target Market Determination
Annual Report
Fund Holdings
Latest Factsheet (Hedged)
Latest ESG Report
Transparency Code
Latest Factsheet (Unhedged)
What are the risks associated with this strategy
Company specific risk: There may be instances where a company will fall in price (or rise in price) because of company specific factors (for example, where a company’s major product is subject to a product recall).
Highly volatile markets: The prices of financial instruments in which the strategy may be invested can be highly volatile.
Market risk: Changes in legal and economic policy, political events, technology failure, economic cycles, investor sentiment and social climate can all directly or indirectly create an environment that may influence (negatively or positively) the value of your investment in the strategy. In addition, a downward move in the general level of the financial markets can have a negative influence on the strategy.
Please note all investments carry risks. Including but not limited to systematic investing risk, emerging markets risks, investment selection risk, currency management risk, fund risk, parent company discretion risk, depositary receipts risk, liquidity risk, operations risk, legal risk and borrowing risk. For additional information, please read the product disclosure statement.
We aim to enable our clients to invest in the companies and projects leading the transition to a more sustainable world.
Green bonds
Green bonds are among the most interesting innovations of the last decade in the field of socially responsible investment products.
Clean Economy
Innovative companies are creating solutions to address pressures on scarce natural resources and the need for greenhouse gas emission reduction.
Responsible Investing at AXA IM
Responsible Investing (RI) enables clients to align their investments with global megatrends that are changing the investment landscape.
Find out moreThird party disclaimers
The rating issued 05/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ETL0171AU November 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines (https://www.zenithpartners.com.au/our-solutions/investment-research/fund-research-regulatory-guidelines/).
The Certification Symbol is issued by Responsible Investment Association Australasia (RIAA) ACN (641 046 666), AFSL (554110) and signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations and that AXA IM Sustainable Equity Fund adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product. The classification signifies the degree to which sustainability is a consideration and binding investment criteria. The AXA IM Sustainable Equity Fund is assessed against RIAA’s Responsible Investment Standard and Assessment Note-Sustainability Classifications. There may be material differences between the definition and methodology of RIAA's classification system and the way the terms 'Responsible'/'Sustainable'/'Sustainable Plus' are used by the product in its own disclosures. For detailed information about RIAA, the Symbol and AXA IM Sustainable Equity Fund’s methodology, performance, stock holdings, remuneration and details about other responsible investment products certified by RIAA, refer to www.responsiblereturns.com.au and our Financial Services Guide.1
The Zenith Fund Awards were issued on 13 October 2023 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person, including target markets where applicable. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
References to awards are not an indicator of future performance.
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