AXA WF ACT Human Capital F 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 and that create financial and societal value with a focus on Human capital management. Investment Policy The Sub-Fund is actively managed with a Responsible Investment (RI) process in order to capture opportunities in European equity market, by mainly investing in equities of companies that are part of a benchmark index composed of 50% STOXX Europe Small 200 Total Return Net + 50% STOXX Europe Mid 200 Total Return Net ("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. For the sake of clarity, the Benchmark is a broad market index which is not aligned with the sustainable investment objective of the Sub-Fund, but is used as a reference for its financial objective.The Sub-Fund invests essentially in equities of small and medium capitalisation companies domiciled or listed in the European geographical area.The Sub-Fund may invest:- not more than one third of its assets in money market instruments- 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 aims

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No