How to Invest

Before investing you are advised to read the Prospectus. You can view and print a Prospectus or obtain copies by contacting State Street.

The Account Application must be completed and sent to the Transfer Agent at the following address:

 

AXA Rosenberg Management Ireland Limited,
c/o State Street Fund Services (Ireland) Limited,
78 Sir John Rogerson's Quay
Dublin 2
Ireland
Phone: +353 1 776 8270
Fax:     +353 1 853 8003

 

Once the account has been confirmed opened by the Transfer Agent, the below forms should be used to instruct trades:

• Subscription form
• Redemption form
• Switch form

Prior to placing your trades, you are advised to review the below documentation relating to the placement of orders:

• Operating Memorandum

• Fund Holiday schedule

• Management Fees & Minimum Investments
  

 

French, Spanish, Italian, German, Austrian and Belgium Investors

Please contact AXA Investment Managers.

 

 

Swedish Investors

To invest with PPM (Premiepensionsmyndigheten) with whom our Funds are registered, please visit the PPM website.

 

To invest directly in the Funds, please contact State Street:

Email: axarosenbergdealing@statestreet.com
Phone: +353 1 776 8270
Fax:     +353 1 853 8003

 

Hong Kong and Taiwan Investors

Please contact AXA Rosenberg Investment Management Asia Pacific Ltd. at +852 2285 2999.