Our inflation fund range

Inflation-linked bonds can be an obvious way to manage the risk of higher inflation, but other asset classes can also help investors prepare their portfolio for changes in inflation as they tend to benefit from an inflationary environment. Discover how our inflation fund range can help.

Inflation-linked bond funds 

These funds focus on investing in inflation-linked bonds and nominal bonds issued by the same issuers, as part of breakeven trades. Our range offers investors exposure to various geographies and durations.

AXA World Funds Global Inflation Bonds

For investors looking for a global fund offering inflation protection.

  • Benefit from an active approach aiming to mitigate the impact of potentially higher inflation
  • Access investment opportunities across geographic regions and maturities
  • Diversify your portfolio with access to global opportunities

Credit Risk: Risk that issuers of debt securities held in the Sub-Fund may default on their obligations or have their credit rating downgraded, resulting in a decrease in the Net Asset Value.
Counterparty Risk: Risk of bankruptcy, insolvency, or payment or delivery failure of any of the Sub-Fund's counterparties, leading to a payment or delivery default.
Impact of any techniques such as derivatives: Certain management strategies involve specific risks, such as liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.

The use of such strategies may also involve leverage, which may increase the effect of market movements on the Sub-Fund and may result in significant risk of losses.

AXA World Funds Euro Inflation Bonds

For investors seeking a Eurozone-focused investment offering inflation protection.

  • Benefit from the potential of higher inflation
  • Access an active approach seeking opportunities across the Eurozone
  • Take advantage of expert insight and understanding of the inflation-linked bonds market

Credit Risk: Risk that issuers of debt securities held in the Sub-Fund may default on their obligations or have their credit rating downgraded, resulting in a decrease in the Net Asset Value.
Operational Risk: Risk that operational processes, including those related to the safekeeping of assets may fail, resulting in losses.
Counterparty Risk: Risk of bankruptcy, insolvency, or payment or delivery failure of any of the Sub-Fund's counterparties, leading to a payment or delivery default.
Impact of any techniques such as derivatives: Certain management strategies involve specific risks, such as liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.

The use of such strategies may also involve leverage, which may increase the effect of market movements on the Sub-Fund and may result in significant risk of losses.

AXA World Funds Global Inflation Short Duration Bonds

For investors aiming to mitigate the impact of both inflation and rising interest rates on their portfolio.

  • Benefit from the potential of higher global inflation while lowering volatility relative to the all-maturities market
  • Diversify your portfolio with access to global opportunities
  • Take advantage of our scale in the global inflation-linked market

Credit Risk: Risk that issuers of debt securities held in the Sub-Fund may default on their obligations or have their credit rating downgraded, resulting in a decrease in the Net Asset Value.
Liquidity Risk: risk of low liquidity level in certain market conditions that might lead the Sub-Fund to face difficulties valuing, purchasing or selling all/part of its assets and resulting in potential impact on its net asset value.
Counterparty Risk: Risk of bankruptcy, insolvency, or payment or delivery failure of any of the Sub-Fund's counterparties, leading to a payment or delivery default.
Impact of any techniques such as derivatives: Certain management strategies involve specific risks, such as liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.

The use of such strategies may also involve leverage, which may increase the effect of market movements on the Sub-Fund and may result in significant risk of losses.

This page is for informational purposes only and does not 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 a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.

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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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