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Rating and Awards

Fund Ratings

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. 

 

Awards

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
 

Equity AXA Rosenberg Pacific ex-Japan Small Cap
Alpha Fund B
1st place in the category Asian (ex-Japan)

AXA Rosenberg Global Small Cap Alpha Fund B
2nd place in the category Global Equity

AXA Rosenberg Japan Small Cap Alpha Fund B
3rd place in the category Equity Japan

 

AXA Rosenberg Pacific ex-Japan Small Cap Alpha
Highly Commended - Far East

 

AXA Rosenberg
Active UK Equity - winner

 

AXA Rosenberg Eurobloc Equity Alpha Fund (Fondi Italiani)
1st place over 1 year (out of 80 funds). Sector - Azionari Area Euro

AXA Investment Managers
2nd place over 5 years, Category: Specialist Group

 

AXA Rosenberg Europe ex-UK Equity Alpha Fund A
1st place over 5 years (out of 27 funds) in the category "Equity Europe ex UK"

 

AXA Rosenberg Europe ex- UK Equity Alpha B Euro
Best Fund over 5 years in the category "European Equities ex UK"

 

AXA Rosenberg Global Small Caps Alpha B USD
Best Fund over 3 years in the category Equity Global Small and Midcaps

AXA Rosenberg Global Small Cap Alpha A USD:
Best Fund over 5 years in the category Equity Global Small and Midcaps

 

AXA Rosenberg Global Small Caps Alpha B USD
Best Fund over 3 years in the category Equity Global Small and Midcaps

AXA Rosenberg Global Small Cap Alpha A USD:
Best Fund over 5 years in the category Equity Global Small and Midcaps

 

AXA Rosenberg Europe ex-UK AE:
1st place over 5 years (out of 20 funds) in the category "Equity Europe ex UK"

AXA Rosenberg Pan-European Small Cap Alpha Fund A:
1st place over 5 years (out of 30 funds) in the category "Smaller Companies Europe"

 

AXA Rosenberg Global Cap Alpha B USD
Best Fund over 3 years in the category "Equity: Global Small and Mid Caps"

AXA Rosenberg Europe ex UK Small Cap Alpha B EUR
Best Fund over 5 years in the category "Equity: Europe Small and Mid Caps"

 

AXA Rosenberg Japan Small Cap Alpha Fund
Best Fund over 5 years Equity Japan small and mid caps

AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund
Best Fund over 5 years Equity Asia Pacific small and mid caps

AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund
Best Fund over 3 years Equity Asia Pacific small and mid caps

AXA Rosenberg Global Small Cap Alpha
Best Fund over 5 years Equity Global Small and Mid Caps

AXA Rosenberg Global Small Cap Alpha
Best Fund over 3 years Equity Global Small and Mid Caps

 

AXA Rosenberg Japan Small Cap B (Hong Kong SFC authorised)
1st place over 5 years (out of 14 funds) in the Japanese smaller companies sector

 

AXA Rosenberg Pacific ex Japan Small Cap Alpha Fund B EUR
2nd Best Fund over 3 years in the category "Pacific Asian Equities"

 

AXA Rosenberg Global Small Cap Alpha B USD
Best Fund over 3 years in the Equity Global Small and Mid Cap Category

 

AXA Rosenberg Europe ex-UK Equity Alpha Fund A
1st place over 5 years (out of 23 funds) in the category "Equity Europe ex UK"

 

AXA Rosenberg Global Small Cap Alpha B USD
1st place over 3 years in the category "Equity Global Small and Mid Caps"

AXA Rosenberg Global Small Cap Alpha B USD
1st place over 5 years in the category "Equity Global Small and Mid Caps"

 

AXA Rosenberg Pan European Small Cap Funds
1st place in the European Equities

 

AXA Rosenberg Eurobloc Equity Alpha Fund A
1st place over 1 year (out of 58 funds) in the "Equity Euroland" category

 

AXA Rosenberg Pacific Ex-Japan Small Cap Alpha Fund
1st Place in the "Asian Equities" category

 

AXA Rosenberg Global Small Cap Alpha B USD
1st Place over 3 years in the category "Equity Global Small and Mid Caps"

AXA Rosenberg Global Small Cap Alpha B USD
1st Place over 5 years in the category "Equity Global Small and Mid Caps"