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OR VISIT FUND DOCUMENT LIBRARY

  Fund name Asset class Investment area Legal form Documents
AXA Rosenberg All Country Asia Pacific Ex-Japan Equity Alpha Fund
A USD AXA Rosenberg Asia Pacific ex-Japan Unit Trust View the documents for AXA Rosenberg All Country Asia Pacific Ex-Japan Equity Alpha Fund A USD
AXA Rosenberg American Fund
R GBP AXA Rosenberg USA OEIC View the documents for AXA Rosenberg American Fund R GBP
Z GBP AXA Rosenberg USA OEIC View the documents for AXA Rosenberg American Fund Z GBP
AXA Rosenberg Asia Pacific Ex Japan Fund
B GBP AXA Rosenberg Asia Pacific ex-Japan OEIC View the documents for AXA Rosenberg Asia Pacific Ex Japan Fund B GBP
R GBP AXA Rosenberg Asia Pacific ex-Japan OEIC View the documents for AXA Rosenberg Asia Pacific Ex Japan Fund R GBP
Z GBP AXA Rosenberg Asia Pacific ex-Japan OEIC View the documents for AXA Rosenberg Asia Pacific Ex Japan Fund Z GBP
AXA Rosenberg Eurobloc Equity Alpha Fund
A EUR AXA Rosenberg Euro Unit Trust View the documents for AXA Rosenberg Eurobloc Equity Alpha Fund A EUR
AXA Rosenberg European Fund
R GBP AXA Rosenberg Continental Europe OEIC View the documents for AXA Rosenberg European Fund R GBP
Z GBP AXA Rosenberg Continental Europe OEIC View the documents for AXA Rosenberg European Fund Z GBP
AXA Rosenberg Global Dynamic Equity Alpha Fund
A USD AXA Rosenberg Global Unit Trust View the documents for AXA Rosenberg Global Dynamic Equity Alpha Fund A USD
AXA Rosenberg Global Emerging Markets Equity Alpha Fund
A GBP AXA Rosenberg Global Emerging Markets Unit Trust View the documents for AXA Rosenberg Global Emerging Markets Equity Alpha Fund A GBP
A USD AXA Rosenberg Global Emerging Markets Unit Trust View the documents for AXA Rosenberg Global Emerging Markets Equity Alpha Fund A USD
AXA Rosenberg Global Equity Alpha Fund
A GBP AXA Rosenberg Global Unit Trust View the documents for AXA Rosenberg Global Equity Alpha Fund A GBP
A USD AXA Rosenberg Global Unit Trust View the documents for AXA Rosenberg Global Equity Alpha Fund A USD
AXA Rosenberg Global Fund
R GBP AXA Rosenberg Global OEIC View the documents for AXA Rosenberg Global Fund R GBP
Z GBP AXA Rosenberg Global OEIC View the documents for AXA Rosenberg Global Fund Z GBP
AXA Rosenberg Global Small Cap Alpha Fund
A GBP AXA Rosenberg Global Unit Trust View the documents for AXA Rosenberg Global Small Cap Alpha Fund A GBP
A USD AXA Rosenberg Global Unit Trust View the documents for AXA Rosenberg Global Small Cap Alpha Fund A USD
AXA Rosenberg Japan Enhanced Index Equity Alpha Fund
A JPY AXA Rosenberg Japan Unit Trust View the documents for AXA Rosenberg Japan Enhanced Index Equity Alpha Fund A JPY
I JPY AXA Rosenberg Japan Unit Trust View the documents for AXA Rosenberg Japan Enhanced Index Equity Alpha Fund I JPY
AXA Rosenberg Japan Equity Alpha Fund
A JPY AXA Rosenberg Japan Unit Trust View the documents for AXA Rosenberg Japan Equity Alpha Fund A JPY
AXA Rosenberg Japan Fund
R GBP AXA Rosenberg Japan OEIC View the documents for AXA Rosenberg Japan Fund R GBP
Z GBP AXA Rosenberg Japan OEIC View the documents for AXA Rosenberg Japan Fund Z GBP
AXA Rosenberg Japan Small Cap Alpha Fund
A GBP AXA Rosenberg Japan Unit Trust View the documents for AXA Rosenberg Japan Small Cap Alpha Fund A GBP
A JPY AXA Rosenberg Japan Unit Trust View the documents for AXA Rosenberg Japan Small Cap Alpha Fund A JPY
AXA Rosenberg Pacific Ex-Japan Equity Alpha Fund
A USD AXA Rosenberg Asia Pacific ex-Japan Unit Trust View the documents for AXA Rosenberg Pacific Ex-Japan Equity Alpha Fund A USD
AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund
A GBP AXA Rosenberg Asia Pacific ex-Japan Unit Trust View the documents for AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund A GBP
A USD AXA Rosenberg Asia Pacific ex-Japan Unit Trust View the documents for AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund A USD
AXA Rosenberg Pan-European Enhanced Index Equity Alpha Fund
A EUR AXA Rosenberg Global Europe Unit Trust View the documents for AXA Rosenberg Pan-European Enhanced Index Equity Alpha Fund A EUR
I EUR AXA Rosenberg Global Europe Unit Trust View the documents for AXA Rosenberg Pan-European Enhanced Index Equity Alpha Fund I EUR
AXA Rosenberg Pan-European Equity Alpha Fund
A EUR AXA Rosenberg Global Europe Unit Trust View the documents for AXA Rosenberg Pan-European Equity Alpha Fund A EUR
AXA Rosenberg Pan-European Small Cap Alpha Fund
A EUR AXA Rosenberg Global Europe Unit Trust View the documents for AXA Rosenberg Pan-European Small Cap Alpha Fund A EUR
AXA Rosenberg US Dynamic Equity Alpha Fund
A USD AXA Rosenberg USA Unit Trust View the documents for AXA Rosenberg US Dynamic Equity Alpha Fund A USD
AXA Rosenberg US Enhanced Index Equity Alpha Fund
A GBP AXA Rosenberg USA Unit Trust View the documents for AXA Rosenberg US Enhanced Index Equity Alpha Fund A GBP
A USD AXA Rosenberg USA Unit Trust View the documents for AXA Rosenberg US Enhanced Index Equity Alpha Fund A USD
I USD AXA Rosenberg USA Unit Trust View the documents for AXA Rosenberg US Enhanced Index Equity Alpha Fund I USD
AXA Rosenberg US Equity Alpha Fund
A USD AXA Rosenberg USA Unit Trust View the documents for AXA Rosenberg US Equity Alpha Fund A USD
AXA Rosenberg US Small Cap Alpha Fund
A USD AXA Rosenberg USA Unit Trust View the documents for AXA Rosenberg US Small Cap Alpha Fund A USD
AXA WF Global Equity Income
I EUR AXA Rosenberg Global SICAV View the documents for AXA WF Global Equity Income I EUR
I q EUR AXA Rosenberg Global SICAV View the documents for AXA WF Global Equity Income I q EUR
I USD AXA Rosenberg Global SICAV View the documents for AXA WF Global Equity Income I USD

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.

Redex Shares
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.

Solex Shares
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.