AXA WF Global Real Estate A EUR

Investment Objective The Sub-Fund seeks to achieve long term capital growth measured in Euro by investing mainly in listed equities issued by worldwide companies engaged in real estate sector. Investment Policy The Sub-Fund is actively managed in order to capture opportunities in the international real estate market, by mainly investing in equities of companies that are part of the FTSE EPRA/NAREIT Developed 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 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.Investment decisions are based on a combination of macroeconomic, sector and company specific analysis. The share selection process relies mainly on a rigorous analysis of the companies' business model, the quality of management, growth prospects, the nature of the underlying assets and overall risk return profile.The Sub-Fund invests at least two thirds of its total asset in listed equity and equity-related securities issued by worldwide companies engaged in real estate industry.The Sub-Fund may invest in equity securities of any market capitalisation (including small and micro-sized companies).The Sub-Fund may invest up to one third of its net assets in money market instruments, money market funds and bank deposits.The Sub-Fund is not subject to any limitation on the portion of its net assets that may be invested in any one country or region.Within the limit of 200% of the Sub-Fund's net assets, the investment strategy may be achieved by direct investments and/or throu

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No