AXA WF Artificial Intelligence F Cap $

Investment Objective The Sub-Fund seeks to provide long-term growth, in USD, from an actively managed listed equity and equity-related securities portfolio. Investment Policy The Sub-Fund is actively managed and references MSCI AC World 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, countries or sectors 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 in large, medium and small sized equities of companies in developed or emerging markets.Specifically, at all times the Sub-Fund invests at least two thirds of its net assets in equities and equity-related securities of companies associated with the evolution of Artificial Intelligence (AI) such as companies involved in the research, development, production, or implementation of AI technologies and companies utilizing AI across various sectors.The investment manager uses a strategy that combines macro-economic, sector and company specific analysis. The securities selection process relies on a rigorous analysis and selection of companies which typically include management quality, growth prospects and risk/return profile with a focus on medium to long-term benefits associated with artificial intelligence.The Sub-Fund may also invest in money market instruments and up to 10% of its net assets in Chinese A Shares listed in the Shanghai Hong-Kong Stock Connect.The Sub-Fund may invest up to 10% of net assets in UCITS and/or UCIs.Derivatives may be used for efficient portfolio management and hedging purposes.The Sub-Fund is a financial product that promotes environmental and/or social characteristics within the meaning of article 8 of the Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial secto

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No