This again was a whistle stop overview of the fund. At its heart, the fund invests in the clean economy. Some of the key themes within these are low carbon transport, smart energy, natural resource preservation and agriculture and food production.
Like the other strategies AXA run within the thematic range, they are looking to invest in companies with a strong competitive advantage, have multi-year growth opportunities, likely to take market share and invest heavily in R&D.
Covering the four pillars the team explained how the fund is put together….read more