Global Optimal Income
A simple addition makes all the difference
Multi-asset investing can help investors easily tackle and benefit from the uncertainty and complexity of today’s financial system – but not all multi-asset funds are created equal.
With ever more options in today’s global marketplace, is it time to brighten up the prospects of your multi-asset portfolio?
Whatever investors are looking for, multi-asset funds can help bring together investment opportunities from around the world and across asset classes to help meet specific outcomes:
Reach investment goals
like capital accumulation
simpler and easier
What is AXA WF Global Optimal Income?
AXA WF Global Optimal Income is a total return fund which aims to capture global growth while mitigating economic and market unknowns
Reasons to invest
Capture global growth through long-term conviction
To help generate growth over the long term, we hold convictions at two levels:
- Asset allocation. We combine quantitative inputs with qualitative insight from AXA IM’s multi-expert model
- Security selection. Our security selection is unconstrained, letting us invest in companies where we see the highest potential
Use flexibility to navigate evolving market conditions
To capture investment ideas wherever they arise in a rigorous portfolio construction framework, we have a 0-100% equity exposure across a broad investment universe: global equities, sovereign and corporate bonds, emerging markets, G10 currencies, volatility and cash.
Three-tiered approach to risk mitigation
To help investors manage the unknowns inherent in today’s financial system, we use a three-tiered risk management approach:
Structurally, we build a well-diversified portfolio for long-term risk mitigation
Tactically, we use our flexible allocation to plan for known events that may create market stress
Opportunistically, we use liquid hedging strategies to prepare for unknown events and volatile market conditions
25 juin 2018
AXA WF Global Optimal Income: Celebrating five years of steady growth
Key figures - Global markets have changed markedly over the last five years but the total return multi-asset approach of the AXA WF Global Optimal Income fund has delivered a strong and steady perfor ...
21 octobre 2016
La politique peut-elle tout gâcher ?
Le risque politique sur le devant de la scène : 4ème trimestre chaotique en vue.
3 février 2016
Pétrole et actions : ne pas se fier à leur corrélation
La chute du pétrole vient d’un excès d’offre et finira par bénéficier aux profits. La forte corrélation observée n’est ni robuste ni durable.