Since launch, the AXA Rosenberg Equity Alpha Trust have produced a strong track record. As a result of AXA Rosenberg's distintive and consistent investment process, the below sub-funds have been rated by Standards & Poor’s.
| S&P Rating | |
|---|---|
| Large Cap Funds | |
| Global Equity Alpha | AA |
| Pan-European Equity Alpha | A |
| Pan-European Enhanced Index Equity Alpha | A |
| Eurobloc Equity Alpha | AA |
| Europe ex-UK Equity Alpha | AA |
| US Equity Alpha | AA |
| US Enhanced Index Equity Alpha | AA |
| Japan Equity Alpha | AA |
| Japan Enhanced Index Equity Alpha | AA |
| Global Emerging Markets Equity Alpha | AA |
| All-Country Asia Pacific ex-Japan Equity Alpha | AA |
| Small Cap Funds | |
| Global Small Cap Alpha | AA |
| Pan-European Small Cap Alpha | A |
| Europe ex-UK Small Cap Alpha | AA |
| Japan Small Cap Alpha | AA |
| Pacific ex-Japan Small Cap Alpha | AA |
Four of the sub-funds (the Enhanced funds and All-Country Asia) were awarded their first S&P Rating in 2009.
Source of data: Standard & Poor’s website, as at 21st January 2010.
The AXA Rosenberg Equity Alpha Trust Funds have been the proud recipient of a number of prestigious awards from the market industry, rating agencies and magazines. The most recent awards are included below.
Award |
Product |
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Equity AXA Rosenberg Pacific ex-Japan Small Cap
AXA Rosenberg Global Small Cap Alpha Fund B
AXA Rosenberg Japan Small Cap Alpha Fund B |
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AXA Rosenberg Pacific ex-Japan Small Cap Alpha |
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AXA Rosenberg |
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AXA Rosenberg Eurobloc Equity Alpha Fund (Fondi Italiani)
AXA Investment Managers |
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AXA Rosenberg Europe ex-UK Equity Alpha Fund A |
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AXA Rosenberg Europe ex- UK Equity Alpha B Euro |
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AXA Rosenberg Global Small Caps Alpha B USD
AXA Rosenberg Global Small Cap Alpha A USD: |
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AXA Rosenberg Global Small Caps Alpha B USD
AXA Rosenberg Global Small Cap Alpha A USD: |
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AXA Rosenberg Europe ex-UK AE:
AXA Rosenberg Pan-European Small Cap Alpha Fund A: |
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AXA Rosenberg Global Cap Alpha B USD
AXA Rosenberg Europe ex UK Small Cap Alpha B EUR |
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AXA Rosenberg Japan Small Cap Alpha Fund
AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund
AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund
AXA Rosenberg Global Small Cap Alpha
AXA Rosenberg Global Small Cap Alpha |
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AXA Rosenberg Japan Small Cap B (Hong Kong SFC authorised) |
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AXA Rosenberg Pacific ex Japan Small Cap Alpha Fund B EUR |
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AXA Rosenberg Global Small Cap Alpha B USD |
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AXA Rosenberg Europe ex-UK Equity Alpha Fund A |
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AXA Rosenberg Global Small Cap Alpha B USD
AXA Rosenberg Global Small Cap Alpha B USD |
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AXA Rosenberg Pan European Small Cap Funds |
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AXA Rosenberg Eurobloc Equity Alpha Fund A |
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AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund |
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AXA Rosenberg Global Small Cap Alpha B USD
AXA Rosenberg Global Small Cap Alpha B USD |