AXA Carbon Transition Global Core Credit Fund

SRI Style:

Sustainability Tilt

SDR Labelling:

Sustainability Improvers label

Product:

OEIC

Fund Region:

Global

Fund Asset Type:

Fixed Interest

Launch Date:

06/11/2025

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£405.26m

(as at: 30/11/2025)

ISIN:

GB00BTPPRF64, GB00BTPPRH88, GB00BTPPRK18, GB00BTPPRM32, GB00BTPPRG71, GB00BTPPRJ03, GB00BTPPRL25, GB00BTPPRN49

Primary fund last amended:


Information directly from fund manager.

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Find options that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant options may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel they are insufficiently aligned to SDR requirements.

Sustainable, Responsible &/or ESG Policy:

Investment Objective:

The aim of this Fund is to:

(i) generate an income and capital return (net of fees) over the long term (being a period of five years or more) in line with the global investment grade corporate bond market, as represented by the ICE BofA Global Corporate Index (the Index); and

(ii) contribute to the global transition to net zero by investing in issuers which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050. The ACD will seek to keep the weighted average carbon intensity (WACI) of the Fund lower than its Emissions Benchmark. The Fund’s Emissions Benchmark has been calculated by the ACD to ensure that the Fund’s investments are on a trajectory to reach net zero carbon emissions by 2050. The initial value of the Emissions Benchmark is calculated as a 30% reduction of the WACI of the ICE BofA Global Corporate Index (the “Index”) as of 31st December 2021. Thereafter, the Emissions benchmark will be reduced by 7% year on year.

(Source: Prospectus, as at November 2025)

SDR Labelling:

Sustainability Improvers label

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

AXA Carbon Transition Global Core Credit Fund

Sustainability Tilt Sustainability Improvers label OEIC Global Fixed Interest 06/11/2025

Fund/Portfolio Size: £405.26m

(as at: 30/11/2025)

ISIN: GB00BTPPRF64, GB00BTPPRH88, GB00BTPPRK18, GB00BTPPRM32, GB00BTPPRG71, GB00BTPPRJ03, GB00BTPPRL25, GB00BTPPRN49

Information received directly from Fund Manager

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Labels & Accreditations
SDR Labelled

Find options that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant options may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel they are insufficiently aligned to SDR requirements.

Sustainable, Responsible &/or ESG Policy:

Investment Objective:

The aim of this Fund is to:

(i) generate an income and capital return (net of fees) over the long term (being a period of five years or more) in line with the global investment grade corporate bond market, as represented by the ICE BofA Global Corporate Index (the Index); and

(ii) contribute to the global transition to net zero by investing in issuers which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050. The ACD will seek to keep the weighted average carbon intensity (WACI) of the Fund lower than its Emissions Benchmark. The Fund’s Emissions Benchmark has been calculated by the ACD to ensure that the Fund’s investments are on a trajectory to reach net zero carbon emissions by 2050. The initial value of the Emissions Benchmark is calculated as a 30% reduction of the WACI of the ICE BofA Global Corporate Index (the “Index”) as of 31st December 2021. Thereafter, the Emissions benchmark will be reduced by 7% year on year.

(Source: Prospectus, as at November 2025)

SDR Labelling:

Sustainability Improvers label