AXA WF ACT Eurozone Equity A Dis EUR

Investment Objective The Sub-Fund seeks both long-term growth of your investment, in EUR from an actively managed listed equity and equity-related securities portfolio, and a Sustainable Investment objective, to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose business models and/or operational practices are aligned with targets defined by one or more SDGs. Investment Policy The Sub-Fund is actively managed in order to capture opportunities in the Eurozone equities market, by investing at least 20% of its net assets in equities of companies that are part of the EURO STOXX Total Return Net benchmark index ("the Benchmark") universe. As part of the investment process, the Investment Manager has broad discretion over the composition of the Sub-Fund's portfolio and can take, based on its investment convictions, large overweight or underweight positions on the countries, sectors or companies compared to the Benchmark's composition and/or take exposure to companies, countries or sectors not included in the Benchmark, even though the Benchmark constituents are generally representative of the Sub-Fund's portfolio. Thus, the deviation from the Benchmark is likely to be significant. The Sub-Fund invests:- at least 75% of net assets in PEA eligible securities and rights issued by companies registered in the EEA and minimum 60% of those assets in the Eurozone markets- up to 20% of its net assets in money market instruments, money market funds and bank deposits- up to 10% of its net assets in equities issued by companies located outside the Eurozone including emerging marketDerivatives may be used for efficient portfolio management or hedging purposes.The Sub-Fund seeks to invest in equities of companies listed in the Eurozone that support on the long run the United Nations Sustainable Development Goals in their social and environmental themes. Firstly, the Sub-Fund bindingly applies at all times AXA IM's Sectorial Exclusion and E

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No