AXA World Funds - Social AEUR (4TK0)

Overview

AXA World Funds - Social AEUR is an actively managed investment fund that emphasizes companies exhibiting robust social and environmental practices. As part of AXA Investment Managers' dedicated responsible investing range, the fund integrates environmental, social, and governance (ESG) criteria throughout its stock selection and portfolio construction process. Targeting a diversified portfolio of global equities, the fund focuses on issuers that foster positive societal outcomes, such as enhanced labor standards, increased social inclusion, and sustainable development initiatives.

The investment strategy aims to systematically exclude businesses that have significant controversies or that do not align with established responsible investment principles. AXA World Funds - Social AEUR is designed for investors who wish to gain exposure to global equity markets while ensuring that their capital is invested in accordance with strong social and sustainability standards. This approach enables investors to incorporate responsible investing considerations into a more comprehensive investment portfolio.

Products and Services

• Actively Managed Investment Fund: AXA World Funds - Social AEUR operates as an actively managed fund that selects stocks based on their environmental, social, and governance impacts, aiming to optimize returns while adhering to responsible investment principles.
• Diversified Global Equities Portfolio: The fund invests in a diverse range of global equity markets, allowing investors to benefit from a broad spectrum of assets while focusing on companies that are committed to positive societal changes.
• Responsible Investing Framework: Integrating ESG criteria into stock selection, the fund strategically avoids investments in firms that do not align with its responsible investing standards, fostering a sustainable and ethical portfolio.
• Social Impact Focus: The fund emphasizes investment in companies that improve labor standards and promote social inclusion, thereby contributing positively to communities and the environment.
• Exclusion of Controversial Businesses: AXA World Funds - Social AEUR implements a strategy to exclude businesses that have significant controversy or do not match its defined responsible investment principles, ensuring a commitment to ethical investment.
• Investor Education and Resources: As part of its comprehensive service offering, the fund provides educational resources and support for investors seeking to understand the integration of responsible investing within their broader portfolio.