Mixed asset range

We offer a number of funds that provide exposure to a diverse mix of assets.

These typically blend a range of securities, including equities, fixed income and cash, with asset allocation integral to overall performance as well as risk control.

Balancing these two objectives, in order to provide optimal Fund performance, is fundamental. We are therefore able to draw upon AXA Investment Managers’ asset class strengths and risk management capability.

We currently offer a range of Mixed asset funds within three principal strategies:

- Managed Balanced – A strategy seeking capital growth through investment in any region or economic sector worldwide, principally serving the UK pensions market.

- Optimal Income – A cautious strategy investing in high dividend paying companies, while using fixed income exposure and cash to manage volatility, increase overall flexibility and help protect capital.

- Convertible Bonds – An asset class that combines both equity and fixed income elements. As such, we are able to capitalise on our significant expertise and resources across the equity and fixed income domains.