AXA Investment Managers S.A.

Fund Company

AXA Investment Managers S.A. - http://www.axa-im.com
 

AXA IM's performance in 2011 confirms the soundness of their multi-expert asset management model which has yet again proved resilient in an extremely challenging environment for the industry. The investment performance generated for clients has continued to improve and demonstrates the value of their active management approach in difficult market conditions.


The much enhanced profitability of AXA IM in 2011 exceeding pre-crisis levels, has confirmed the success of their past efforts to reinforce and fine tune their multi-expert model. The agility and innovation of independent investment teams combined with the scale of one of the largest global and diversified asset managers in the world, has enabled AXA IM to retain and win new clients in a testing and uncertain environment.


Although 2012 will continue to be challenging for the financial sector, as a long term investor dedicated to active management, AXA IM is ideally placed to capture the opportunities presented to investors by evolving markets. AXA IM will continue to foster partnerships based on trust and transparency with their clients and capitalise on their solutions approach to address the ever growing and complex investment needs of clients globally.


Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

AXA Investment Managers S.A.

AXA IM FIIS US Sh Dur H Yield F Cap

LU0292585030

USD

30/03/2007

2

Low

The Sub-Fund will seek to invest in high yield, fixed-income corporate debt securities and, to a lesser extent, preferred stocks which offer, in the view of the Investment Manager, a high return, without excessive risk, at the time of purchase. The Sub-Fund will invest primarily in lower quality corporate bonds, some of which may be purchased at a discount to face value and may, therefore, offer a potential for capital appreciation as well as high current income. Conversely, some bonds may be purchased at a premium in order to obtain a high yield, and the Sub-Fund may realize a capital loss on their disposition.

AXA Investment Managers S.A.

AXA IM FIIS US Sh D H Yield F Dis

LU0292586350

EUR

30/03/2007

3

Low

The Sub-Fund will seek to invest in high yield, fixed-income corporate debt securities and, to a lesser extent, preferred stocks which offer, in the view of the Investment Manager, a high return, without excessive risk, at the time of purchase. The Sub-Fund will invest primarily in lower quality corporate bonds, some of which may be purchased at a discount to face value and may, therefore, offer a potential for capital appreciation as well as high current income. Conversely, some bonds may be purchased at a premium in order to obtain a high yield, and the Sub-Fund may realize a capital loss on their disposition.