- Asset class: AXA Rosenberg X
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Products are open to all investors subject to applicable minimums. AXA WF I shares are for institutional investors only subject to applicable minimums. Click on the fund name to view the Prospectus and Key Investor Information Document for more details.
The underlying objective of the Redex class of Shares, as with other Share classes, is to achieve the investment objective of the sub-fund. In addition, Redex Shares seek to mitigate the sub-fund's exposure to an increase or decrease in interest rate curves. Such an overlay strategy will be managed through the tracking of listed derivatives. Independently of the minimum investment and holding amounts of each Share class a minimum capital threshold exists for each Redex Share class. If the capital of a Redex Share class falls below the threshold the strategy cannot be properly achieved and the Company reserves the right to close the Share class.
The underlying objective of the Solex class of Shares, as with other Share classes, is to achieve long-term capital growth by investing in large, medium and small capitalisations domiciled in the Eurozone. In addition, Solex Shares seek to partially mitigate the impact of a sudden and material decrease of European equity indices. The exposure to the European equity market will be partially mitigated through the management of an equity index derivative overlay. Independently of the minimum investment and holding amount of each Share class a minimum capital threshold of EUR 5 000 000 exists for each Solex Share class, or the equivalent in the relevant Reference currency. If the capital of a Solex Share class falls below the minimum threshold the strategy cannot be properly achieved and the Company reserves the right to close the Share class.