Regional and Single Country Equities
What are Regional Equities?
A regional equities strategy invests in companies within a specific geographic region. This can be a continent, like Asia or Europe, for example, a type of economy, for instance emerging markets, or even a single country.
Why consider a Single Country or Regional strategy?
A single country or regional strategy can provide an efficient way to increase portfolio exposure to a desired country or region that might be underrepresented in a global or international index. It can also be useful when an investor feels that a particular region or country has the potential to outperform the broader market and he or she has the ability to build a diversified portfolio by purchasing various country/regional products. Finally, if unhedged, such a strategy can also provide currency diversification.
Our approach to Regional and Single Country Equities
A core focus of the Framlington equity offering, our UK equity team covers large, mid and small-cap sectors. The team has over 30 years’ experience and combines in-depth, bottom-up research, including a rigorous schedule of company meetings, with a strong top-down understanding of the broad macroeconomic drivers at work within the UK economy.
We have over 30 years’ experience managing European equities and our strategies cover everything from broad pan-European solutions to more focused, country-specific offerings. Core solutions adopt a growth orientated investment philosophy, while our country specialists take an unconstrained approach.
Allocating to sectors rather than countries, our experienced managers combine a bottom-up approach with a rigorous schedule of company meetings in an effort to find companies that we believe can consistently generate a superior return on invested capital.
We apply a disciplined approach to growth investing with a focus on companies that we see as leaders in their field. We have a bias toward sectors with high levels of innovation.
We take a multi-cap approach to Asia that includes an ability to invest in the Chinese A Share market. Combining macroeconomics with a thematic approach and company specific analysis, we are focused on trying to find companies that we believe show above average yield and/or seek growth in dividends.
Not for Retail distribution: This document is intended exclusively for Professional, Institutional, Qualified or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly.
This promotional 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.
Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. 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. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.
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: 7 Newgate Street, London EC1A 7NX.
In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.