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Nigel Yates

Portfolio Manager

At AXA IM we strive to identify opportunities for clients in high quality companies which have the potential for above market growth, whilst integrating environmental, social and governance factors. We believe sustainability remains core to future returns.

Nigel is the lead portfolio manager for the AXA Framlington UK Sustainable Equity Fund, joint portfolio manager for the AXA Ethical Distribution Fund and deputy manager for the UK Multi-Cap strategies.

Nigel joined AXA IM Equity in 2021 as a portfolio manager on the UK desk. Prior to joining AXA IM Equity, Nigel worked at NFU Mutual where he joined as a Financial Analyst in 2001 before assuming a role as a Trainee Equity Fund Manager in 2005. He was appointed lead manager for the UK Growth fund, as well as the UK Pension and Life funds in 2009 and ran the Funds until his departure in Jan 2021. 

Nigel graduated from Cardiff University in 2000 with an Honour’s degree in Business Economics and gained his Investment Management Certificate in 2006 & qualified as a CFA Charterholder in 2009.

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    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.

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    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.