Creating our funds | AXA IM Select

Creating funds to meet your clients’ investment goals

Whether building a nest egg or protecting their hard-earned savings, each client will have specific investment goals. That’s why our investment team carries out expert research with the aim of finding the best, most consistent specialist managers to combine together in our funds. The team undertakes extensive on-going research and analysis to make sure that our three risk profiled funds continue to perform in line with their investment objectives.

Understanding the people managing clients’ money every day

The world of investments can often seem confusing for clients, with a range of seemingly faceless funds and fund managers.

At AXA IM Select, we believe that knowing exactly what makes the underlying fund managers, whose funds AXA IM Select invest in, tick is essential to truly understanding an investment fund. So we meet with managers – including some of the world’s best known – face-to-face before we select them, to make sure we get a good insight into their personalities as well as their processes.

Only the funds we score highest make it into our fund of funds

We combine insight into the underlying fund managers’ plans and objectives with expert analysis and research. Armed with this thorough research, our analysts score each fund, ensuring that only the funds we have the highest conviction in make it through to our fund approval forum. Here, our full investment team discuss the merits of each fund, debating and challenging the analysts’ findings.

The funds and the underlying funds are continually monitored and rebalanced when necessary, to ensure every one of our fund of funds continues to behave in line with its aims and objectives. This is all with the aim of helping you and your client feel more confident about the investment choice you have made and how they will continue to meet your clients’ needs.

See our funds

Our investment team creates each of our multi-manager fund of funds to help support your clients' financial goals.

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Latest insights

Panel Podcast: Rate cut hopes fading?

Article | Podcasts | 16/04/2024

Markets started the year in confident mood, betting that the US Federal Reserve would take the lead on interest rate cuts, with as many as six cuts in 2024. Those hopes have since faded and forecasts of a first cut in June are looking more uncertain.

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Market Snapshot - March 2024

Article | Investments | 04/04/2024

The Swiss National Bank (SNB) became the first major central bank to reduce interest rates this cycle. The SNB reduced rates by 25 basis points (bps) to 1.5%, its first cut in nine years, after Swiss inflation fell to 1.2% in February, marking the ninth consecutive month that prices have been within the 0-2% target range.

Panel Podcast - Where now for the FOMO rally?

Article | Podcasts | 15/03/2024

‘Fear of missing out’ has been a major catalyst driving markets higher in recent months. As we approach the end of the first quarter of 2024, we consider where that leaves the outlook for asset prices.

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The value of your clients' investments and any income from them can fall as well as rise and is not guaranteed. Your client could get back less than they originally invested.