Multi-asset investing

A range of options to help investors reach their financial goals

Capital growth Capital growth investment strategies focus on building investors’ capital over the long term, typically by bearing some risks over the shorter term.		Capital preservation Capital preservation generally describes more conservative investment strategies which focus on preserving capital and preventing losses.		Income Income investment strategies aim to deliver a steady stream of cash flows to investors, typically generated through bond coupons or equity dividends.
Who is it for? For investors looking to grow their money to help them prepare for significant life events such as retirement or buying a house.		Who is it for? For investors aiming to preserve their existing capital to help them meet life’s everyday expenses such as childcare.		Who is it for? For investors seeking a regular income to help them afford ongoing expenses, or to fund specific goals like a career break.

Why AXA Investment Managers for multi-asset investing?

Creating the right asset allocation and monitoring it through market cycles takes time and expertise. Our philosophy and history as an active long-term manager means that our investment experts develop strong convictions based on experience and market insight to help investors reach their financial goals.

With over 15 years of experience, our team’s conviction process is strengthened by robust quantitative tools to help them capture market opportunities, using downside risk management techniques to help mitigate the impact of market downturns on our portfolios.

A judgemental multi-asset approach

To help investors target long-term performance, we combine the judgmental views of our experienced investment experts across asset allocation and security selection, using a framework of Macroeconomic, Valuation, Sentiment and Technical (MVST) factors to scrutinise the investment rationale for every conviction.

…strengthened by quantitative insights…

We then test these convictions with robust quantitative inputs and analysis. Our portfolio management team uses 150 proprietary investment signals which they have developed, and continually aims to develop new, additional signals to make sense of markets.

…and a multi-tiered approach to risk

To help investors manage any unanticipated risks and be prepared for the unexpected, we use a multi-tiered risk management technique, detailed below.

Our multi-tiered risk approach to multi-asset investing:

We aim to meet local client needs with a global perspective. To find out more or to contact your local AXA Investment Managers sales representative please visit our how to find us page.

"Whether ‘off-the-shelf' or fully bespoke, we aim to work in partnership with you to develop an array of pragmatic tools for an increasingly complex and challenging investing environment."
Hans Stoter, Global Head of Core Investments, Multi Asset and Fixed Income

*All data correct as at March 2018

Disclaimer:

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.

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.