The portfolio management professionals at AXA IM - Real Assets develop and implement investment solutions across the full spectrum of strategies aiming to deliver targeted returns commensurate with investor risk profiles.
These strategies range from core to value-add and opportunistic, country-specific to geographically-diversified, sector-specific to multi-sector, and encompass all levels of the capital structure.
AXA IM - Real Assets manages fund portfolios and invests across the risk/return spectrum in the private and public (REITs) markets. Our investment strategies span the entire risk profile to aim to deliver competitive returns.
In 2015, we launched AXA CoRE Europe fund(1) which draws on AXA IM - Real Assets’ real estate knowledge and expertise. The Fund is an open-ended real estate investment fund that seeks to achieve long-term stable income through the acquisition of Core real estate assets across Europe, capitalising on individual market dynamics and timing.
AXA IM - Real Assets structures and manages or advises separate accounts on behalf of external clients, besides those managed separately under the AXA dedicated Funds investment platform on behalf of AXA Insurance Companies. The list of separate accounts entrusted to AXA IM - Real Assets' management covers the full risk / return spectrum.
AXA IM - Real Assets has set up comprehensive procedures for managing discretionary and non-discretionary separate account mandates. A dedicated team consists of real assets professionals with separate account management expertise, including global mandates for large institutional investors and sovereign wealth funds.
- EU Recipients: the Fund is reserved for professional investors within the meaning of the MIFID from the following jurisdictions only: Austria, Belgium, Czech Republic, Germany, Denmark, Spain, Finland, France, Ireland, Italy, Luxemburg, Netherlands, Sweden and United Kingdom
- Swiss Recipients: the distribution of units in Switzerland will be exclusively made to, and directed at, qualified investors (the “qualified investors”), as defined in the Swiss collective investment scheme act of 23 June 2006, as amended (“CISA”) and its implementing ordinance. Accordingly, the Fund has not been and will not be registered with the Swiss financial market supervisory authority (FINMA). This memorandum and/or any other offering materials relating to the units may be made available in Switzerland solely to qualified investors. This presentation and the memorandum as well as the annual report of the Fund can be obtained free of charge from the Swiss representative in Switzerland. In respect of the units distributed in or from Switzerland, the place of performance and jurisdiction is at the registered office of the Swiss representative. The Swiss representative is first independent fund services ltd, Klausstrasse 33, ch-8008 Zürich. The Swiss paying agent is Npb Neue Privat Bank ag, Limmatquai 1, Postfach ch-8022 Zürich