Was geschieht bei spontanen Ereignissen oder Erkenntnissen?

We contact the company (or a research analyst who has access to management) in order to evaluate the nature and gravity of the problem. Is this a one-time accident ? Will the company change its behaviour ? Is this a deep-rooted problem ? We then decide to keep or disinvest from the company.

Wie flexibel können Sie mit dem Fonds in Krisenzeiten reagieren?

n/a

Sind Absicherungsstrategien für Krisenzeiten möglich?

We are allowed to hedge foreign exchange exposure. We may also sell equity index futures to temporarily reduce our equity exposure.

In welchem Unfang kann die Cash-Quote erhöht werden?

30 Prozent

In welche Assets kann der Fonds investieren?

Equities, money markets, and up to 10 Prozent of the fund in non-listed assets (such as private equity)

Was tun Sie als (Fonds-) Gesellschaft intern im Bereich Umweltschutz?

We raise the awareness of environmental issues. We try to influence our colleagues to invest in clean tech companies and not to invest in companies which have a negative impact on the environment.

Welche Aktivitäten ergreifen Sie bisher, um Ihren Einfluss im Bereich Nachhaltigkeit als Investor auszuüben?

We express our opinion to the companies during public and private meetings. We talk to research analysts who have considerable influence as they publish reports on the companies.

Welche Möglichkeiten sehen Sie, über Ihr investiertes Kapital Druck auf Unternehmen auszuüben, um diese zu nachhaltigerem Wirtschaften anzuregen?

Express our opinion to them: during public and private meetings, through research analysts, by giving interviews to the media.

Bitte nennen Sie uns drei Gründe, weshalb Anleger in Ihren Fonds investieren sollten anstatt in ein Konkurrenzprodukt.

Axa World Fund Clean Tech is one of the most diversified in terms of themes (renewable energy, energy efficiency, pollution control, water treatment), geography, company size (large and small) and style (value and growth). Consequently, it is more defensive and less volatile.
Both fund managers have industrial experience. One of them is an engineer. This allows them to better understand the technological challenges and opportunities facing the clean tech companies and to pick the winners.
Thanks to the large size of the Axa Group and its assets under management, we have access to the management of most companies and to all of the broker research which is available. We are also invited to all conferences, seminars and field trips.