AXA World Funds II - US Equities I Capitalisation USD

The fund aims to achieve long-term capital appreciation by investing in undervalued equity securities primarily traded on Regulated Markets of North America, with a focus on companies domiciled in the United States.

The fund is predominantly exposed to equities and related instruments issued by US companies, with at least two-thirds of its total assets allocated to this sector. Additionally, the fund may invest up to 15% of its assets in equities issued by companies outside of the United States. The remaining portion of the assets may be invested in money market instruments, convertibles, and straight bonds.

Investors should be aware that the fund's investment strategy involves risks associated with equity market fluctuations, currency exchange rate movements, and potential exposure to derivatives. Additionally, the fund's focus on undervalued securities may result in higher volatility and potential losses. Investors should carefully consider their investment horizon and risk tolerance before investing in this fund.

https://funds.axa-im.com/en/fund/axa-wfii-us-responsible-equities-a-capitalisation-usd/