AXA Investment Managers has launched its first multi-asset impact fund.
The AXA WF Multi Asset Optimal Impact fund invests in securities demonstrating a positive social and environmental impact and has a particular focus on the environment – especially climate change – as well as social themes including health and human capital. It aims at contributing to the following UN SDGs:
Environment: energy transition – smart energy (SDG 7), sustainable transport, sustainable industry (SDG 12) and resource scarcity i.e. recycling and preservation;
Health & well-being: personal security and healthcare (SDG 3) solutions;
Inclusion: financial inclusion, housing and basic infrastructure (SDG 11);
Empowerment: women (SDG 5), human capital and livelihoods (SDG 8).
The fund can invest from 0% to 100% in debt securities including inflation-linked, green, social and sustainable bonds, and from 0% to 75% in equities. The fund is managed by Serge Pizem, Head of Multi-Asset at AXA IM.