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 VISUALISERResearch Ratings
Qualitative Ratings
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| As at 20 May 2024 | As at 28 November 2024 |
For investors aiming for more sustainable outcomes through ESG integration
Awards
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| 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
References to awards are not an indicator of future performance.
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Disclaimer
This website is published by AXA Investment Managers Australia Ltd (ABN 47 107 346 841 AFSL 273320) (“AXA IM Australia”) and is intended only for professional investors, sophisticated investors and wholesale clients as defined in the Corporations Act 2001 (Cth).
This publication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.
Market commentary on the website has been prepared for general informational purposes by the authors, who are part of AXA Investment Managers. This market commentary reflects the views of the authors, and statements in it may differ from the views of others in AXA Investment Managers.
Due to its simplification, this publication 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 publication is provided based on our state of knowledge at the time of creation of this publication. 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.
All investment involves risk , including the loss of capital. The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.