AXA IM launches ‘all weather’ multi-asset fund

AXA Investment Managers has launched AXA WF Global Optimal Income, an ‘all weather’ multi-asset fund that provides flexible and dynamic access to the most compelling global opportunities with the aim of capturing a portion of the upside while mitigating the downside.

The fund is designed to deliver performance by taking a highly flexible and unconstrained approach to asset allocation.

The equities component, which focuses on high quality stocks from developed and emerging markets, can comprise between 0 and 100% of the portfolio according to market conditions.

The fixed income portion tactically allocates to emerging market, high yield, government and corporate bonds. In the event of anticipated market downturn, exposure can be tactically adjusted through the use of listed derivatives.

AXA WF Global Optimal Income is managed by Serge Pizem with the support of a team of four portfolio managers who have an average of 19 years’ experience. The team draws heavily on the expertise of AXA IM’s qualitative equity and fixed income teams for the selection of individual stocks and bonds.

“Versatility is key in today’s rapidly changing markets. Having the agility and ability to identify market trends and manage correlations and risks is vital in order to capture returns and dampen the impact of falling markets,” Pizem said.

He added: “AXA WF Global Optimal Income is designed to take such a flexible and dynamic approach by combining medium term strategic allocation with short term tactical views and by investing in a broad universe of stocks and bonds. It represents the combined work of our asset allocation experts and fundamental asset class specialists, and the best ideas from our research analysts.”

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