European Inflation Total Return
Offering investors an inflation solution that aims to adapt to different market environments.
View fundsOur strategy
Our European Inflation total return strategy looks generate an inflation-linked outcome for investors looking for an inflation solution that will adapt to market conditions and ensure they do not have to try to time the market.
This strategy aims to outperform its benchmark, the Euro area inflation (Harmonised Indices of Consumer Prices Excluding Tobacco), through a portfolio of fixed income securities overlayed by actively managed inflation breakevens both on the long and short sides.
What it is offering
Flexible allocation that aims to adapt to different market environments.
Where it invests
Broad asset allocation aiming to capture opportunities in investment grade fixed income markets across OECD countries only (including emerging).
How it invests
Offering a discretionary approach to inflation strategies with an ability to go short inflation breakevens. The strategy may allocate between inflation linked bonds, fixed-rate bonds, and breakevens.
Who is managing it?
Dedicated inflation team with strong expertise managing inflation strategies across market cycles.
Over 30 years of experience as an inflation-linked asset manager.
Fixed Income
We cover a broad spectrum of fixed income strategies to help investors build diverse portfolios that can be more resilient to economic and market shifts.
Discover our strategiesRisks
No assurance can be given that our fixed income strategies will be successful. Investors can lose some or all of their capital invested. Our unconstrained fixed income strategies are subject to risks including counterparty risk, operational risk, liquidity risk, credit risk, and the impact of any techniques such as derivatives. The use of such strategies may also involve leverage, which may increase the effect of market movements and may result in significant risk of losses.
Disclaimer
This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
All investment involves risk, including the loss of capital. The value of investments .and the income from them can fluctuate and investors may not get back the amount originally invested.
Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ
In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.