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How to Invest

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

The Account Application PDF 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,
    Guild House
    Guild Street
    IFSC Dublin 1
    Ireland
    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:

Please ensure you review the fund holiday schedule prior to placing your trades.

You are advised to read the attached Operating Memorandum, this provides the investor with the necessary information relating to the placement of orders.

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 1 853 8270
Fax: +353 1 853 8003

Hong Kong and Taiwan Investors

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