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Investment Institute
Equities

Navigate volatility with sustainable equities


Defensive to the core: navigate volatility with sustainable equities

Investors today are faced with a barrage of uncertainty

How can long-term investors seek to participate in some of the growth potential associated with listed equities, whilst minimising downside participation?


Fortify your investments with advanced factor investing capabilities

A risk-adjusted, smart equity strategy can efficiently and effectively target companies with:

High Quality

Low Volatility

ESG

Sustainable Returns

Investing in companies with high earnings sustainability may offer defensiveness in market downturns while also seeking to capture returns.

Investing in less volatile stocks may lower a portfolio’s risk profile and reduce participation in market downturns.

Integrated Environmental, Social, and Governance (ESG) criteria may help reduce risks and improve long-term returns.

Targeting these factors could result in achievable, modest, repeatable returns over time.

Cost-effective portfolio management with low turnover and managed liquidity aims to minimise the effect of adverse economic conditions across market cycles.


Sustainable equities as part of a core investment allocation could help long-term investors achieve growth goals over time

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    Disclaimer

    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.

    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.

    Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ

    In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.

    Risk Warning

    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. 

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