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AXA Ethical Distribution

A fund that looks to invest in both UK equities alongside UK government bonds to mitigate risk.

Overview

The fund will allocate between UK Government Bonds (also known as Gilts) and equities. Stocks are selected from a universe that is constrained not just by taking out companies with a negative social impact (e.g. armaments, tobacco, mining) but also invest in companies with a positive impact to environment or society. We like the fund as it has delivered very steady returns and offered decent downside protection.

Fund type: Asset class: Sector:
Unit Trust Mixed Equity 20-60%
This fund is not currently listed in our model portfolios
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Fund Manager: Jim Stride & Matthew Huddart

Jim became a managing director in 1997 and head of UK Equities in 2006, after joining AXA as a Fund manager in 1981. His investment experience totals over 35 years across a range of asset classes and portfolios, and is responsible for AXA’s Distribution funds.

Matthew is a portfolio manager in the Framlingon equity team responsible for UK distribution strategies. Previously at AXA IM, Matthew worked as an analyst covering insurance, financials and real estate. He joined AXA IM in 2000 as a research assistant and started his investment career in 1998. Matthew has a BSc. in Mathematics and is also a CFA charterholder

Fund Group: AXA Investment Managers

AXA Investment Managers is one of the largest global asset managers, with assets under management of over £520 billion (as of September 2015). It was founded in 1994 and has run a full range of products since, and is wholly owned and supported by the AXA Group. The group manages a full spectrum of products including equities, fixed income, alternatives and property.

Investing with EQ

EQ offers a choice of investment strategies. We use these strategies to build and manage individual portfolios of investments for our clients:

Best Ideas

Best Ideas

Our signature portfolios invest in the very best ideas unearthed by our research team, unconstrained across all asset types.
Low Cost

Low Cost

The name says it all. These portfolios invest mainly in low cost funds that track the performance of stockmarket indices.
Positive Impact

Positive Impact

Not just good investments, but investments that do good. These portfolios are carefully screened for social and environmental impact.
Income

Income

These portfolios have been designed for those investors who have begun to withdraw fundfs from their portfolios.