Change to trust name, fund name and investment strategy – AXA Rosenberg All Country Asia Pacific Ex-Japan Smaller Companies
We have been informed by AXA Investment Managers ("AXA") that it will be making a change to the trust name, fund name and investment strategy of its AXA Rosenberg All Country Asia Pacific Ex-Japan Smaller Companies Fund (the “Fund”) on 23 September 2022 (the “Effective date”).
Available in our open-architecture products
The Fund features in our open-architecture products and will be subject to changes detailed in the AXA notification document opposite.
Available in our defined fund range products
The Fund can be found in our defined fund range products Oracle, Paragon, Quantum, RSP (including Malaysia variants) and PIMS Focused.
From the Effective Date, AXA has announced that the trust name and fund name of the Fund will be amended as detailed in the tables below.
| Current trust name | New trust name |
|---|---|
| AXA Rosenberg Equity Alpha Trust | AXA IM Equity Trust |
| Current fund name | New fund name |
|---|---|
| AXA Rosenberg All Country Asia Pacific Ex-Japan Small Cap Alpha Fund | AXA IM All Country Asia Pacific Ex-Japan Small Cap Equity QI |
AXA has also announced that from the Effective date they will also include the AXA IM's Climate Risks Policy into the Funds strategy. This policy can be reviewed in the AXA IM Climate Risks Policy 03-2022 document opposite.
For full details of the changes, please see AXA notification document opposite.
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For more information about AXA Funds visit www.axa-im.com