Investment Strategies

Our clients can access a broad range of strategies across fixed income, multi-asset and equities with 80% of AXA IM CORE AUM classified article 8 or 9 under SFDR1. So whether looking for a fund or a bespoke solution, we have the expertise and experience to help meet our clients needs.

Overview

Since 1994, we've actively managed investments for clients with a focus on long-term results. The fundamental belief that investing can be both financially and socially rewarding is why responsible investing has been at the core of our business since the start.

25+ years experience

Today, we draw on decades of asset management experience, backed by macroeconomic insights and in-depth company analysis, to help our clients reach their goals.

Broad range of strategies

Whether you're looking to generate income, preserve and grow capital, or offset the impact of inflation, we can help.

Explore Fixed Income

Fixed income can help preserve capital, generate regular income, and offset market fluctuations over time.

In today's uncertain interest rate environment, fixed income can provide new investment opportunities.

Backed by research

We look at macroeconomic trends and perform in-depth company credit analysis.

Investing responsibly

Our proprietary scoring system feeds ESG data directly into our portfolio management tool, which managers use daily.

Tailored to your needs

Put cash to work with short duration bonds, or trade more risk for higher returns. Whatever your needs, we can help.

100+ experts across 3 continents1

We've weathered economic cycles with our clients for 20+ years. In today's increasingly uncertain economic environment, our experts look further afield for diverse and versatile opportunities.

Explore Equities

Equity2 investing offers the opportunity to share in the returns generated by companies around the world, whether they are established leaders or dynamic smaller companies.

Our equity capabilities span the globe, offering an array of strategies to meet the ever-changing needs of our clients.

We’re fundamental investors

Our equity teams are fundamental investors, meaning we undertake rigorous research to fully understand every company in which we invest. We offer investors access to complementary styles, from focused thematic portfolios to diversified factor strategies. 

We're responsible investors

Environmental, social and governance (ESG) factors3  are fully integrated into our investment activities, from company research to portfolio construction and our ongoing commitment to active ownership. 

  • 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

With you every step of the way

We empower our clients by offering a range of strategies to suit different needs. This is backed by the latest investment insights from leading industry experts across markets and regions. 

Explore Multi Asset

Target specific outcomes, diversify risks, and achieve long-term financial goals.

Multi-asset offers potential outcome-oriented solutions and market opportunities wherever they arise.

Reach your goals

Outcome-oriented multi-asset funds and strategies can combine the best of multiple asset classes to help investors reach their financial goals responsibly.

Navigate uncertainty

Multi-asset strategies can help investors diversify and mitigate their risks while capitalising on market opportunities.

Flexible

Multi-asset strategies offer flexible all in one solutions to simplify investments.

Explore Alternatives

As a global leader in alternatives investing, AXA IM Alts offers investment strategies and alternative funds across the whole spectrum.

AXA IM Alts employs 840+ people located in 16 offices around the world and serves the needs of 640 clients from Europe, North America, Asia Pacific and Middle East4. We are the number one property portfolio and asset manager in Europe, and one of the largest worldwide5. Our alternatives capability is structured around key pillars : real estate equity, private debt & alternative credit, infrastructure, and private equity, with a successful track record spanning 30+ years and multiple market cycles.

Real estate equity

We take equity stakes in listed and unlisted real estate, generating rental income and capital appreciation. Our scale and network gives us unparalleled abilities to source and deploy capital. We provide regional and country-specific strategies for clients.

Private Debt & Alternative Credit

Our focus on in-depth credit analysis and fundamental research enables us to originate opportunities across the non-traditional credit spectrum. We provide clients with opportunities for sourcing, diversification and spread pick-up. An agile approach helps us quickly adapt to the risk and return needs of our clients. And our conviction-led approach to portfolio construction means our teams can offer tailored investment solutions for each type of asset class.

Private Equity & Infrastructure

Society evolves constantly, adapting to new challenges and opportunities. By investing in diversified, essential infrastructure, we help to meet and shape the future needs of our communities. Core infrastructure projects and services can have a positive impact on society and the environment. We aim to show that conscientious investing doesn’t mean compromising on financial returns.

Explore Institutional Featured Solutions

We help institutional investors by building innovative and sustainable custom solutions to support ever-evolving financial, regulatory and stakeholder needs.

We help institutional investors by building innovative and sustainable custom solutions to support ever-evolving financial, regulatory and stakeholder needs.

Bespoke, actively-managed solutions

We have global reach combined with extensive experience of challenges UK & Irish institutions face in the environment in which we live and invest. Our active investment approach and deep-research capability develops innovative and responsive solutions across asset classes helping our clients meet their challenges decades into the future. 

A powerful Responsible Investing capability

We have devoted substantial resources over time to build a valuable understanding of the risks and opportunities presented by ESG. Our proprietary analytical tools allow us to put sustainability at the heart of institutional portfolios and build investment resilience over the longer term.

Explore our institutional offering

We help institutional investors by building innovative and sustainable custom solutions to support ever-evolving financial, regulatory and stakeholder needs.

Bespoke, actively-managed solutions

We have global reach combined with extensive experience of challenges UK & Irish institutions face in the environment in which we live and invest. Our active investment approach and deep-research capability develops innovative and responsive solutions across asset classes helping our clients meet their challenges decades into the future. 

A powerful Responsible Investing capability

We have devoted substantial resources over time to build a valuable understanding of the risks and opportunities presented by ESG. Our proprietary analytical tools allow us to put sustainability at the heart of institutional portfolios and build investment resilience over the longer term.

Responsible Investing

Putting sustainability at the heart of investment strategies

Our deep ESG analysis, commitment to active ownership, and product innovation can help clients respond to the new megatrends shaping markets.

Explore Responsible Investing

Risks

No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: equity; emerging markets; global investments; investments in small and micro capitalisation universe; investments in specific sectors or asset classes specific risks, liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.

    Disclaimer

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    All investment involves risk , including the loss of capital  . The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.