Sustainable Investing

Invest with purpose to support the transition to a more sustainable economy

Overview

As a responsible asset manager, we actively invest for the long term to help our clients prosper and to secure a thriving future for people and the planet. Climate change, and the response to it, are perhaps the most pressing challenges as we pursue that goal.

Investing in companies and projects that are leading the way to a more sustainable and just world not only powers the transition to a net-zero economy but also aims to ensure no one is left behind in that transition, as well as providing the potential to deliver more sustainable financial returns over the long-term.

Our sustainable investing capability aims to target specific sustainability goals around people and planet, alongside financial returns. Investment decisions are guided by both the financial goals and either ESG themes or measurable, positive impact.

A common framework

All sustainable investing strategies apply the same key principles which form a common framework underpinning the range, as shown below:

 

*The product categorization is provided based on the basis of the European Directive (EU) 2019/2088 on the sustainability related disclosures in the financial services sector (“SFDR Regulation”) and state of knowledge at the time of creation of this document and may evolve. 

Planet strategies in focus

Strategies that support prosperity for the planet and tackling climate change, covering aspects such as smart energy and low carbon transportation, sustainable industry and agriculture, recycling & waste reduction and water scarcity.

SUSTAINABLE INVESTING

Clean Economy

Innovative companies are creating solutions to address pressures on scarce natural resources and the need for greenhouse gas emission reduction

SUSTAINABLE INVESTING

Sustainable Equity

An actively managed global equity strategy following a factor-based investment approach – while actively investing in a sustainable way.

SUSTAINABLE INVESTING

Green bonds

Green bonds are among the most interesting innovations of the last decade in the field of socially responsible investment products

Sustainability

Be invested in better. Invest for a sustainable future.

At AXA IM, we recognise that we have an active role to play in this transition as a business, an investor and employer.

Find out more about sustainability
RESPONSIBLE INVESTING

Be invested in better. Invest for a sustainable future.

Discover more about responsible investing with AXA Investment Managers.

Find out more

    Disclaimer

    Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for AXA IM Sustainable™ Equity Fund, AXA IM Clean Economy Equity Fund and AXA IM Global Green Bond Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).

    This promotional material has been prepared by AXA Investment Managers Australia Limited (ABN 47 107 346 841 AFSL 273320) (‘AXA IM’) to provide you with general information only. In preparing this advertisement, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither AXA Investment Managers, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.

    Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for AXA IM Sustainable™ Equity Fund, AXA IM Clean Economy Equity Fund and AXA IM Global Green Bond Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).

    This promotional material has been prepared by AXA Investment Managers Australia Limited (ABN 47 107 346 841 AFSL 273320) (‘AXA IM’) to provide you with general information only. In preparing this advertisement, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither AXA Investment Managers, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.

    This website is published by AXA Investment Managers Asia (Singapore) Ltd (ARBN 115203622) (“AXA IM Asia”). AXA IM Asia is exempt from the requirement to hold an Australian Financial Services License and is regulated by the Monetary Authority of Singapore under Singaporean laws, which differ from Australian laws.  AXA IM Asia offers financial services in Australia only to residents who are “wholesale clients" within the meaning of 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.

    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.

    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.