AXA IM’s Green Short Duration Bond Fund becomes one of the first fixed income strategies to receive the FCA’s ‘Sustainability Impact’ label under the UK SDR framework.
The fund targets measurable environmental outcomes through investments in Smart Energy, Low Carbon Transportation, and Green Buildings.
AXA IM now offers six SDR-labelled funds, advancing its leadership in sustainable fixed income investing.
AXA Investment Managers (AXA IM) has secured the UK Financial Conduct Authority’s (FCA) ‘Sustainability Impact’ label for its AXA Green Short Duration Bond Fund, under the new Sustainability Disclosure Requirements (SDR) regime. The designation confirms the fund’s intentional and measurable contribution to environmental outcomes.
“We are delighted to adopt another impact label in our UK fund range, reflecting our deep commitment to intentional, measurable and transparent sustainable investing,” said Jane Wadia, Head of Sustainability, Core Products & Clients at AXA IM. “The Fund is designed for investors seeking a well-diversified short duration fund that also delivers positive and measurable environmental impact.”
Formerly known as the AXA ACT Green Short Duration Bond Fund, the fund carries a three-year track record and primarily invests in green bonds financing projects across Smart Energy, Low Carbon Transportation, and Green Buildings. It employs a short duration strategy—focusing on maturities of five years or less—to mitigate interest rate risk while targeting dual objectives: financial return and environmental benefit.
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An early supporter, Damien Lardoux, CFA, Head of Impact Investing at EQ Investors, commented: “We welcome the Fund’s adoption of the FCA’s ‘Sustainability Impact’ label in recognition of the integrity and ambition underscoring the investment approach. Harnessing AXA IM’s combined expertise in fixed income and green bonds, the Fund has been a fantastic addition to EQ Investor’s sustainable portfolios.”
With the latest designation, AXA IM now holds six SDR-labelled funds in the UK: four under the ‘Sustainability Improver’ category and two under ‘Sustainability Impact.’ The move underscores the firm’s commitment to shaping a more sustainable financial ecosystem.
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