AXA Investment Managers ETFs
AXA IM ETFs - Greater choice, more possibilities
AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long term to help its clients, its people and the world to prosper.
AXA IM high conviction approach enables to uncover what they believe to be the best global investment opportunities across alternative and traditional asset classes, managing approximately €840* billion in assets as at the end of June 2023.
AXA IM is a leading investor in green, social and sustainable markets, managing €489 billion of ESG-integrated, sustainable and impact assets as at the end of December 2022.
AXA IM is committed to reaching net zero greenhouse gas emissions by 2050 across all our assets, and integrating ESG principles into our business, from stock selection to our corporate actions and culture.
AXA IM goal is to provide clients with a true value responsible investment solution, while driving meaningful change for society and the environment.
At end of December 2022, AXA IM employs over 2,600 employees around the world, operates out of 24 offices across 18 countries and is part of the AXA Group, a worldwide leader in insurance and asset management.
Learn more about AXA Investment Managers
AXA IM is committed to meeting the long-term needs of our investors and is active in the transformations shaping the future of investing.
Combining expertise:
Accessing future-focused solutions:
AXA IM believes the challenges and opportunities facing investors demand solutions designed with the future in mind. AXA IM has an established history of product innovation that does just that, with solutions that allow investors to benefit from themes ranging from climate change to the consumer digital revolution.
Benefitting from an ETF format
The ETF offering will build on AXA IM’s long-standing strengths investing in areas including:
AXA IM ETFs offer access to their recognised expertise as well as the opportunity to further enhance the investment offering as economies, markets and client needs evolve.
Stay up to date with the latest market news, investment insights, future trends and exclusive research with AXA Investment Managers:
AXA IM high conviction approach enables to uncover what they believe to be the best global investment opportunities across alternative and traditional asset classes, managing approximately €840* billion in assets as at the end of June 2023.
AXA IM is a leading investor in green, social and sustainable markets, managing €489 billion of ESG-integrated, sustainable and impact assets as at the end of December 2022.
AXA IM is committed to reaching net zero greenhouse gas emissions by 2050 across all our assets, and integrating ESG principles into our business, from stock selection to our corporate actions and culture.
AXA IM goal is to provide clients with a true value responsible investment solution, while driving meaningful change for society and the environment.
At end of December 2022, AXA IM employs over 2,600 employees around the world, operates out of 24 offices across 18 countries and is part of the AXA Group, a worldwide leader in insurance and asset management.
Learn more about AXA Investment Managers
* Includes the contribution from Architas and AXA IM Prime, net of intercompany elimination..
Promotion for Directa Customers
From November 2nd 2023, ZERO trading fees on a pool of AXA IM ETFs
The promotion is valid only on buy orders with minimum trade value of € 2,000
The products list is available here
From November 2nd 2023, ZERO trading fees on a pool of AXA IM ETFs
The promotion is valid only on buy orders with minimum trade value of € 2,000
The products list is available here
AXA IM's ETFs - Actively managed, responsibly invested
AXA IM is committed to meeting the long-term needs of our investors and is active in the transformations shaping the future of investing.
Combining expertise:
- The extensive investment experience of AXA IM's multi-disciplined portfolio management teams
- ETF expertise through AXA IM dedicated in-house Capital Markets and Structured Asset Management teams
Accessing future-focused solutions:
AXA IM believes the challenges and opportunities facing investors demand solutions designed with the future in mind. AXA IM has an established history of product innovation that does just that, with solutions that allow investors to benefit from themes ranging from climate change to the consumer digital revolution.
Benefitting from an ETF format
- Easy access: readily traded on stock exchanges.
- Liquidity: priced in real time and can be bought and sold throughout the day.
- Transparency: portfolio holdings disclosed every day.
AXA Investment Managers capabilities
The ETF offering will build on AXA IM’s long-standing strengths investing in areas including:
- Sustainable equities
- Credit
- Technology
AXA IM ETFs offer access to their recognised expertise as well as the opportunity to further enhance the investment offering as economies, markets and client needs evolve.
Update on markets and future trends with AXA IM
Stay up to date with the latest market news, investment insights, future trends and exclusive research with AXA Investment Managers:
- Live market webinar every Tuesday at 11.00 with Alessandro Tentori, CIO AXA IM Italia
- Investment Institute: a team of experts who publish research on market, technology, demographic trends and sustainability
- Learning Lab: financial education section on markets and investments
This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date.
All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document.
Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.
Before making an investment, investors should read the relevant Prospectus and the Key Investor Information Document / scheme documents, which provide full product details including investment charges and risks. The information contained herein is not a substitute for those documents or for professional external advice.
The products or strategies discussed in this document may not be registered nor available in your jurisdiction. Please check the countries of registration with the asset manager, or on the web site https://www.axa-im.com/en/registration-map, where a fund registration map is available. In particular units of the funds may not be offered, sold or delivered to U.S. Persons within the meaning of Regulation S of the U.S. Securities Act of 1933. The tax treatment relating to the holding, acquisition or disposal of shares or units in the fund depends on each investor’s tax status or treatment and may be subject to change. Any potential investor is strongly encouraged to seek advice from its own tax advisors.
For more information on sustainability-related aspects please visit https://www.axa-im.com/what-is-sfdr
For investors located in the European Union: please note that the management company reserves the right, at any time, to no longer market the product(s) mentioned in this communication in the European Union by filing a notification to its supervision authority, in accordance with European passport rules.
In the event of dissatisfaction with AXA Investment Managers products or services, you have the right to make a complaint, either with the marketer or directly with the management company (more information on AXA IM complaints policy is available in English: https://www.axa-im.com/important-information/comments-and-complaints). If you reside in one of the European Union countries, you also have the right to take legal or extra-judicial action at any time. The European online dispute resolution platform allows you to submit a complaint form (available at: https://ec.europa.eu/consumers/odr/main/index.cfm?event=main.home.chooseLanguage) and provides you with information on available means of redress (available at: https://ec.europa.eu/consumers/odr/main/?event=main.adr.show2).
Summary of investor rights in English is available on AXA IM website https://www.axa-im.com/important-information/summary-investor-rights . Translations into other languages are available on local AXA IM entities’ websites. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.
UCITS ETF’s units / shares purchased on the secondary market cannot usually be sold directly back UCITS ETF. Investors must buy and sell units / shares on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units / shares and may receive less than the current net asset value when selling them.
The mentioned ETFs are sub-funds of the Irish-domiciled ICAV AXA IM ETF with registered address at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland, and registered with the Central Bank of Ireland under the number C469468. AXA IM ETF ICAV is a collective asset-management vehicle under the European UCITS directive. It is managed by AXA Investment Managers Paris, a company incorporated under the laws of France, having its registered office located at Tour Majunga, 6 place de la Pyramide, 92800 Puteaux, registered with the Nanterre Trade and Companies Register under number 353 534 506, and a Portfolio Management Company, holder of AMF approval no. GP 92008, issued on 7 April 1992.
Issued by AXA INVESTMENT MANAGERS PARIS, a company incorporated under the laws of France, having its registered office located at Tour Majunga, 6 place de la Pyramide, 92800 Puteaux, registered with the Nanterre Trade and Companies Register under number 353 534 506, and a Portfolio Management Company, holder of AMF approval no. GP 92-08, issued on 7 April 1992. In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.
©AXA Investment Managers 2023. All rights reserved.
Advertising Message for promotional purpose - This announcement does not constitute an offer to sell or a investment solicitation. Please read carefully the characteristics of the financial instruments on offer and its associated risks, which are also present in the information provided by Directa ("Preliminary information", Section C - Information on financial instruments). ETFs, ETCs and ETNs (ETPs) and Certificates are complex financial instruments, with a significant risk of loss of the invested capital and whose price may include implicit costs. Directa therefore recommends to read the product offer documentation and the KID/KIID document, which describes the operating methods, costs and risks to which you are exposed by making the investment. The term "leverage" is used to describe investment strategies aimed at multiplying potential profits and losses. Leveraged investments may be made with the aim of obtaining possible higher returns, however leverage not only amplifies gains but also any losses. The investor is also exposed to the risk of early termination of the investment and of total loss of the invested capital or even more than it. The issuer pays Directa a fee upon execution, classifiable as an inducement pursuant to the Consob Intermediaries Regulation: for this reason, a conflict of interest may occur.