AXA WF Global Factors - Sustainable Equity
Grounded in academic research, factor investing is a long-established method for equity investors to target specific investment outcomes. Our advanced form of factor investing is designed for investors that seek the long-term growth associated with equity investing but with less volatility.
Who is it for?
- Looking for diversified, cost-effective exposure to global equity markets
- Aiming for more sustainable outcomes through ESG integration
- Seeking long-term growth associated with equity investing, but with less volatility1
Why invest in AXA WF Global Factors – Sustainable Equity?
We use cutting-edge technology to build proprietary, advanced factors.
Our advanced factor approach is anchored to company fundamentals and uses value-added proprietary data and machine learning technology which we believe improves investment outcomes. We use a combination of the Low Volatility and Quality factors, as our research shows that this combination leads to robust, steady performance over a full economic cycle.
Full ESG integration to help reduce risks and improve long-term returns.
We believe that integrating ESG information into the investment process complements our fundamental insights, and aim for a better ESG score and a lower carbon and water intensity than the MSCI World Index1.
To give investors efficient, cost-conscious access to global equity markets, we offer a management fee of just 19/25bps2.
Key risks — AXA WF Global Factors – Sustainable Equity
Counterparty Risk: Risk of bankruptcy, insolvency, or payment or delivery failure of any of the Sub-Fund's counterparties, leading to a payment or delivery default.
Risk linked to Method and Model: attention is drawn to the fact that the Sub Fund's strategy is based on the utilisation of a proprietary share
selection model. The effectiveness of the model is not guaranteed and the utilisation of the model may not result in the investment objective being met.
Operational Risk: Risk that operational processes, including those related to the safekeeping of assets may fail, resulting in losses.
Key figures AXA WF Global Factors – Sustainable Equity
Aims for 20 %
less volatility than the MSCI World Index (2)
We have been awarded four
Morningstar Sustainability Globes (3)
Management fee for the I/F share class (2)
1 Targets are internal guidelines which are not guaranteed and subject to change without notice. Investors should read the Fund's Prospectus for
the full objective of the Fund. The Fund does not have a reference index. Performance expectations are over a full market cycle.
2 I/F share class. Source: AXA IM, 30 June 2020.
3 © Morningstar as at 31 May 2020. The information, data, analyses and opinions contained herein (1) include the propriety information of
Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes;
(5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. References to
awards are not indicator of future performance.