Axa template im blue v3

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Axa template im blue v3

  1. 1. AXA Euro Bond Income Fund January 2004
  2. 2. Portfolio management
  3. 3. Active Fundamental Judgement Active Fundamental Judgement
  4. 4. SRI SRI
  5. 5. ACM ACM
  6. 6. Rosenberg Rosenberg
  7. 7. Balanced Balanced
  8. 8. Hedge Funds Hedge Funds
  9. 9. Structured Structured
  10. 10. Core fixed Income Core Fixed Income
  11. 11. Specialist Fixed Income Specialist Fixed Income
  12. 12. Proposal for this mandate <ul><li>Transfer value: £1.8m </li></ul><ul><li>Invested using the AXA Institutional pooled funds to an asset allocation of: </li></ul><ul><ul><li>50% UK Equities (UK Equity fund) </li></ul></ul><ul><ul><li>20% Property (Property fund) </li></ul></ul><ul><ul><li>30% Aggregate UK Bonds (UK Bond fund) </li></ul></ul><ul><li>Services to consider: Rebalancing, In-specie transfer </li></ul><ul><li>Relationship manager: Gregory Ohlson </li></ul>
  13. 13. AXA Institutional UK Bond Fund Annual performance returns as at 31 December 2003
  14. 14. AXA Institutional UK Bond Fund Annual performance returns as at 31 December 2003 Source : CAPS as at 31/12/2003 % Returns based on offer to offer, income reinvested, net of fees 1999 2000 2001 2002 2003
  15. 15. AXA Institutional UK Bond Fund Annual performance returns as at 31 December 2003
  16. 16. Denis Gould <ul><li>Head of Fixed Income, UK </li></ul><ul><li>AXA Investment Managers </li></ul><ul><li>Denis joined the group in June 1996 and is currently Head of Fixed Income </li></ul><ul><li>for AXA IM in the UK. Denis has extensive experience managing a broad </li></ul><ul><li>range of fixed-income funds. </li></ul><ul><li>Prior to joining AXA Investment Managers, Denis held positions with ABB </li></ul><ul><li>Investment Management, Fidelity Investment Service and Allied Dunbar </li></ul><ul><li>Assurance. Denis began his career as a Fixed Interest Investment Analyst </li></ul><ul><li>Graduate Trainee with Abbey Life Assurance. </li></ul>
  17. 17. Our Team <ul><li>Denis Gould </li></ul><ul><li>Head of Fixed Income, UK AXA Investment Managers </li></ul><ul><li>Denis joined the group in June 1996 and is currently Head of Fixed Income for AXA IM in the UK. Denis has extensive experience managing a broad range of fixed-income funds. Prior to joining AXA Investment Managers, Denis held positions with ABB Investment Management, Fidelity Investment Service and Allied Dunbar Assurance. </li></ul>Denis Gould Head of Fixed Income, UK AXA Investment Managers Denis joined the group in June 1996 and is currently Head of Fixed Income for AXA IM in the UK. Denis has extensive experience managing a broad range of fixed-income funds. Prior to joining AXA Investment Managers, Denis held positions with ABB Investment Management, Fidelity Investment Service and Allied Dunbar Assurance. Denis Gould Head of Fixed Income, UK AXA Investment Managers Denis joined the group in June 1996 and is currently Head of Fixed Income for AXA IM in the UK. Denis has extensive experience managing a broad range of fixed-income funds. Prior to joining AXA Investment Managers, Denis held positions with ABB Investment Management, Fidelity Investment Service and Allied Dunbar Assurance.

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