By accepting our use of cookies, you allow us to improve your experience on our website, so that it is faster, more personalised and more secure. You can change the cookie settings in your browser at any time. Find out more about cookies.

KEYFUNDS

Discover the funds of the quarter.

LU1914342263

AXA WF Framlington Clean Economy

Environmental protection and social benefit through investments in the energy transition and resource optimization.



AXA Investment Managers ranks first among European investment managers for its commitment to responsible investment and its ability to embed RI approaches. (H&K Reponsible Investment Brand Index (RIBI) 2020)



Presentation

The future of people on Earth is under threat.


Population growth and increasing prosperity worldwide has led to rising demand for energy, transport, food and water.

Society has recognised that resources are becoming scarce and greenhouse gas emissions must be reduced. This understanding is now influencing not only policy but also corporate behaviour.

AXA WF Framlington Clean Economy aims to generate attractive long-term returns by investing in equities of companies that are driving the energy transition and contributing to resource optimisation.


The green economy (= clean economy):

The “green” economy includes companies with business models that promote resource optimisation, energy transition (shifting from fossil fuels to carbon-free energy generation and storage) and sustainable water management.

We are particularly interested in companies from four key sectors that are most affected by resource scarcity:



    1. Low Carbon Transport
    Within the next 12 years, one-third of global car sales will be electric vehicles (vs. 1% currently)
    Investable areas:


  • Electric vehicles (EV)
  • Battery technologies
  • Enablers like semiconductors, connectors and emission reduction systems

  • 2. Smart Energy
    More than 155 countries have put in place specific renewable energy policies
    Investable areas:


  • Renewables
  • Greener homes/buildings
  • Efficient factories


  • 3. Recycling and waste reduction
    Emerging markets are the largest producers of electronic waste.
    Investable areas:


  • Businesses which mitigate environmental damage – by reducing waste, facilitating recycling, monitoring and resolving pollutio

  • 4. Responsible food
    Globally, 70% of freshwater is used for agriculture
    Investable areas:


  • Food and agricultural technologies to feed a growing population
  • Technologies tackling water scarcity

For information purposes only. Sources: 1 Estimations BofA Merrill Lynch Global Research, April 2018. 2 AXA IM, December 2018. 3 UN, Data from December 2018. 4 UN, Data from December 2018.

LU0570870567

Columbia Threadneedle - Threadneedle (Lux) Global Smaller Companies

Introduction by the portfolio manager

"The global smaller companies universe provides active investors with an enormous opportunity set from which they have the potential to generate strong long-term returns. By focusing on companies with truly sustainable, competitive advantages and exposures to long-term growth trends, our strategy can capitalise on the power of compounding.’’

Portfolio Manager – Scott Woods


Finding the long-term winners

Via this fund you will invest in a small cap global equity fund with a strong quality growth bias that invests in companies with the pricing power to generate strong and sustainable returns.


We believe that high quality companies make for strong long-term investments. This is because the market underappreciates the value of competitive advantages, which enable some companies to sustain high returns. These companies are able to reinvest capital at higher rates of return, thereby delivering attractive compound growth to investors.


Understanding competitive advantage

The investment process is designed to identify those companies, and we selectively invest in those which offer attractive long-term growth and a reasonable valuation. Understanding the industry structure and a company’s business model is heavily emphasised. We use Professor Michael Porter’s framework, “Porter’s Five Forces”, to assess industry attractiveness, and meetings with managements are undertaken to fully understand business models.

Why invest in the fund?

  • Identifying ‘hidden gems’
    The global small cap marketplace of over 4,000 companies provides a rich hunting ground for active managers
  • Targets consistent returns
    Global small caps have outperformed their large cap peers over the long term, offering better absolute and risk adjusted returns
  • Clear and consistent approach
    Bottom-up portfolio construction creates a good balance between diversification and conviction
  • Building on successful regional strategies
    The portfolio manager draws on insights from our team of regional small cap equity managers and analysts and the beste ideas come together in this portfolio.
LU0262307480

Jupiter Asset Management - Jupiter Financial Innovation

Presentation

Financial innovation is beginning to disrupt the financial world as we know it. The financial industry is now more focused than ever before on technological innovation to remain competitive. The disruption that we see driven by technology is an opportunity, not a threat, if one is agile and smart enough to take advantage of it. In this context, the fund manager identifies the key trends driving change in the financial services industry and invests in companies that drive or benefit from these changes.


Focus and diversification

The fund manager aims to generate returns in any market conditions through a dynamic and effective capital allocation. He has over 20 years of experience in the global financials sector and is supported by Jupiter’s broader investment team.


At least 70% of the Fund is invested in equity and equity-related securities that drive or benefit from financial innovation and can be based anywhere in the world


Why investing in the fund?

  • The digitalisation of the financial services sector remains at an early stage and represents an exciting investment opportunity for the next decade.
  • High conviction ideas and concentrated portfolio of 40-60 stocks. Liquidity is a key criteria
  • ESG is an integral part of the investment process and is fund manager led with support of Jupiter’s internal Governance & Sustainability team.

Opportunities

  • An impact-oriented fund with two main objectives: attractive financial returns and social benefit.
  • Contribute to the reduction of greenhouse gas emissions by investing in the green economy, which has a direct and positive impact on the environment.
  • Diversified investment in the growth potential of the green economy: Through investments in sustainable mobility, smart energy, responsible food and beverages, and recycling and waste prevention, we offer ready access to quality companies from numerous sectors worldwide. The result is a portfolio whose green credentials we stand behind 100%.
  • AXA Investment Managers' years of experience in responsible investing (more than 20 years) and the recognised theme fund expertise of our Framlington Equities teams.

Risks

Any investment involves risks, including an investment in AXA WF Global Green Bonds. These include:


  • Risk of capital losses because the fund invests primarily in equities.
  • AXA Investment Managers invests globally, including in emerging markets, which can be less liquid and more volatile than developed markets.
  • The subfund consists of relatively few equities, including less-liquid small caps and micro caps.
  • There are other risks associated with financial market investments, in particular political risks, counterparty risks and leverage risk.

Opportunities

  • The Fund invests in what the manager believes to be the most attractive smaller companies investment opportunities globally.
  • Access to a portfolio of well researched companies from around the globe.
  • Provides country, sector and industry diversification.
  • Access to an investment process with a ‘quality growth’ approach.
  • Smaller companies can be a source of long-term growth: seeking the industry leaders of tomorrow.
  • Managed by a team that have broad experience of different market conditions.

Risks

  • The value of investments can fall as well as rise and investors might not get back the sum originally invested.
  • Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments.
  • The Fund holds assets which could prove difficult to sell. The Fund may have to lower the selling price, sell other investments or forego more appealing investment opportunities.
  • The Fund may invest in derivatives with the aim of reducing risk or minimising the cost of transactions. Such derivative transactions may benefit or negatively affect the performance of the Fund. The Manager does not intend that such use of derivatives will affect the overall risk profile of the Fund.

Opportunities

  • The pace of financial innovation is accelerating and generating new investment opportunities in areas like blockchain, digital finance and cybersecurity.
  • The manager has over 20 years of experience in the sector and a demonstrated track record of generating returns in a variety of market conditions.
  • Opportunistic, effective, and dynamic capital allocation

Risks

  • Relatively concentrated portfolio
  • The fund invests in international markets

Fund Data :

ISIN code
LU1914342263
Legal form
SICAV
Management style
Active
Currency
EUR
Recommended investment period
5 years
Quotation frequency
Daily
Type of distribution
Capitalisation
Domicile
Luxembourg
Ongoing charges
1.81%
Risk and reward profile
6

Labels :

The SRI label was introduced by the French Ministry for the Economy and Finance in 2016.

Purpose: Private and professional investors should be able to identify which investment funds consistently implement a Socially Responsible Investment (SRI) approach that leads to measurable and concrete results. https://www.lelabelisr.fr/

Febelfin (Belgium) has developed a quality standard, compliance with which is certified by the "Towards Sustainability” label. The aim is to ensure clarity and transparency in connection with responsible investments.

https://www.towardssustainability.be/

Fund Data :

ISIN
LU0570870567
Legal form
SICAV Lux
Management Style
Active
Currency
EUR
Recommended investment period
5 years
Pricing frequency
Daily
Type of distribution
Capitalisation
Domicile
Luxembourg
Ongoing charges
1.80%
Risk and reward profile
6

Fund Data :

ISIN
LU0262307480
Legal form
SICAV Lux
Management Style
Active
Currency
EUR
Recommended investment period
3 to 5 years
Pricing frequency
Daily
Type of distribution
Capitalisation
Domicile
Luxembourg
Ongoing charges
1.72%
Risk and reward profile
6

IMPORTANT INFORMATION:
The fund uses derivatives, which may increase volatility.
Losses on short positions may be unlimited and counterparty risk may cause losses to the fund.
The fund can use gearing to increase exposure to financials markets.
The fund invests in a specific market sector, so may be subject to greater volatility risk over short periods of time.

Interested in Buying the funds?

Already client: Connect to your account and enter ISIN number LU1914342263 in the search field.

Not client yet: open an account by clicking here

Funds from management companies carefully selected by Keytrade Bank Luxembourg for the quality of their management

Interested in Buying the funds?

Already client: Connect to your account and enter ISIN number LU0570870567 in the search field.

Not client yet: open an account by clicking here

Funds from management companies carefully selected by Keytrade Bank Luxembourg for the quality of their management

Interested in Buying the funds?

Already client: Connect to your account and enter ISIN number LU0262307480 in the search field.

Not client yet: open an account by clicking here

Funds from management companies carefully selected by Keytrade Bank Luxembourg for the quality of their management

Need help?

+352 45 04 39
From Monday to Friday between 09:00 and 17:30