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
Email: axarosenbergdealing@statestreet.com

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

 

Swedish Investors

To invest with Pensionsmyndigheten, the Swedish Pension Agency, with whom our Funds are registered, please visit Pensionsmyndigheten's website.

To invest directly in the Funds instead, please contact the Transfer Agent (contact details above).

 

Other Pan-European Investors

Please contact AXA Investment Managers.

 

Hong Kong and Taiwan Investors

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