AXA WF Europe Small Cap F EUR

Investment Objective To seek both long-term growth of your investment, in EUR, from an actively managed listed equity and equity-related securities portfolio, and to apply an ESG approach. Investment Policy "The Sub-Fund is actively managed and references STOXX Europe Small 200 Total Return Net (the "Benchmark") for comparative purposes only. The Investment Manager has full discretion over the composition of the portfolio of the Sub-Fund and can take exposure to companies not included in the Benchmark. There are no restrictions on the extent to which the Sub-Fund's portfolio and performance may deviate from the ones of the Benchmark.The Sub-Fund invests essentially in equities of small and medium capitalisation companies domiciled in Europe, while ensuring sector diversification.The Sub-Fund invests at least two thirds of its total assets in small cap companies listed on the European markets.The Sub-Fund may invest less than 25% of its total assets in Money Market Instruments and up to 10% of its assets in convertible and straight bonds.Derivatives may be used for efficient portfolio management or hedging purposes.The Sub-Fund promotes environmental and/or social characteristics by investing in securities that have implemented good practices in terms of managing their environmental impacts, governance and social (ESG) practices. Firstly, the Sub-Fund bindingly applies at all times AXA IM's Sectorial Exclusion and ESG Standards Policies (https://www.axa-im.com/our-policies) and a "Best-in-universe" (type of ESG selection consisting of giving priority to the issuers in the investable universe best rated from a non-financial viewpoint, irrespective of their sector of activity, and accepting sector biases, because the sectors which are considered more virtuous on the whole will be more heavily represented) selectivity approach consisting in reducing the investable universe, by excluding issuers, based on a combination of AXA IM's Sectorial Exclusion and ESG Standards po

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No