Invest and Give
with leading fund managers

AXA Investment Managers is pleased to confirm its involvement in the Invest and Give initiative - a unique opportunity to work with other leading fund managers in the UK to provide an investment opportunity which offers the potential for capital growth over the long term for investors, whilst providing young people a brighter future through the generation of donations for the Princes Trust.

What is the Invest and Give Fund?

The Invest and Give Fund takes a balanced multi manager, multi asset investment approach which aims to deliver enhanced long term returns while reducing short term fluctuations in share price, known as volatility, through an actively managed balanced mandate portfolio. This provides investors with diversification across different asset classes, geographical regions and fund management groups.

Multi manager

Multi manager means that the Fund invests in a range of funds managed by some of the world’s leading fund managers and fund management groups including AXA Investment Managers, who are an Invest & Give founding partner. This offers diversification and an additional tier of fund management expertise. In total, the Invest and Give Fund is able to invest from a universe of more than 4,000 funds.

Multi asset

A multi asset approach offers you a diversified portfolio that accesses a broad range of asset classes and investment strategies, designed with the aim of reducing risk and generating positive returns in a variety of market conditions. Where the traditional, well-balanced investment portfolio consists of a blend of cash, bonds, equities and occasionally property, the multi asset approach broadens its range by embracing additional asset classes such as commodities, private equity and absolute return strategies.

Please note the value of investments and the income from them may fall as well as rise.  Your investment may return less than the amount you invested.

Find out more about Invest & Give

"Launch of the Invest & Give Fund" by Angus Duncan

 Watch the video

"Managing the Invest & Give Fund" by John Husselbee

 Watch the video