AXA WF Global Sustainable Equity A $

Investment Objective To seek long-term growth of your investment, in USD, 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 in order to capture opportunities in the equities markets, by mainly investing in equities of companies that are part of the MSCI World 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. For the sake of clarity, the Benchmark is a broad market index which does not qualify as an EU Climate Transition Benchmark or a EU Paris-Aligned Benchmark under Chapter 3a of Title III of Regulation (EU) 2016/1011, but is used as a reference for its financial objective.The Sub-Fund invests essentially in worldwide equities of companies of any market capitalisation (including mid and small capitalization companies).The Sub-Fund may invest less than 25% of net assets in money market instruments, money market funds and bank deposits and up to 10% in bonds, including convertible bonds.The Sub-Fund may invest up to 10% of net assets in UCITS and/or UCIs.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.More information about the promotion of environmental and/or social characteristics is available in the relative SFDR Annex of the Sub-Fun

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No