AXA IM Japan Small Cap Equity A JPY

Investment Objective The aim of the Sub-Fund is to provide long-term capital growth above that of the MSCI Japan Small Cap Index on a rolling three year basis.The MSCI Japan Small Cap Index is designed to measure the performance of shares of smaller Japanese listed companies. The index's composition is available on www.msci.com. Investment Policy The Sub-Fund is actively managed. The Sub-Fund invests primarily shares of smaller Japanese listed companies. It is intended that the Sub-Fund will be substantially fully invested in shares. The fund manager seeks to identify shares of companies that it believes to be attractive investment opportunities, relative to their industry peers, based on analysis of their valuation and earnings prospects. From these shares, the fund manager seeks to construct a well-diversified portfolio with the best expected return-to-risk trade off to meet the Fund's investment objective. When determining the best expected return-to-risk trade off, the fund manager will consider available ESG (environmental, social and governance) information - such as data on emissions, corporate behaviour and diversity alongside financial information. In constructing the Fund's portfolio, the fund manager references the index which means that, while the fund manager has discretion to select the investments for the fund, the fund's divergence from the index is controlled. The resulting portfolio of shares is expected to demonstrate similar levels of risk to that of the index, together with an improved ESG profile compared to the index. The fund manager continuously assesses and evaluates the shares in the Sub-Fund's portfolio in order to maintain the desired return-to-risk trade off to meet the Sub-Fund's investment objective.The fund manager may lend shares held by the Sub-Fund to third parties to generate additional income for the Sub-Fund.The Sub-Fund is a financial product that promotes environmental and/or social characteristics within the meaning of artic

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No