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Definition of «qualified investor»
Art. 10 (3) of the Swiss Federal Act on Collective Investment Schemes (CISA) defines qualified investors as:
- financial intermediaries pursuant to the Banking Act of November 8, 1934 (BankA), the Financial Institutions Act of June 15, 2018 (FinIA), and the Collective Investment Schemes Act of June 23, 2006 (CISA);
- insurance companies pursuant to the Insurance Supervision Act of December 17, 2004 (ISA);
- central banks;
- public-law entities with professional treasury departments;
- occupational benefits institutions and institutions existing for the purpose of serving occupational benefits schemes that have professional treasury departments;
- companies with professional treasury departments;
- large companies within the meaning of Art. 4 (5) of the Financial Services Act (FinSA);
- private investment structures established for high net worth private clients that have professional treasury departments; and
- high net worth private clients within the meaning of Art. 5 (1) and (2) FinSA who declare that they wish to be considered as professional customers.
Details of the eligible investor base can be found in the relevant product descriptions. These can be requested from anlageloesungen@axa.ch.
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Diversification across the entire portfolio

Attractive risk/return profile

Implicit inflation protection through price-indexed purchase agreements

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Key points at a glance

Attractive terms: Benefit from attractive terms thanks to AXA’s size as an investor.
Illiquidity premium: Investors are rewarded with a premium for tying up their capital over the long term.
OPO 2 eligibility: Infrastructure investments can be allocated to the infrastructure asset class under OPO 2

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Market trends boosting demand for infrastructure

Various trends – such as the decarbonization of the economy, sustainable energy supply, and the digital transformation – require high levels of investment in infrastructure, for example data centers, solar power plants, wind farms, and battery storage solutions.

Since they are capital-intensive and cannot always be funded by the public sector, infrastructure investments present an opportunity for pension funds to diversify their portfolios and enjoy the prospect of attractive returns (see chart).

Attractive risk/return profile of infrastructure investments

Expected returns in CHF and volatility of asset classes

What sets AXA Vorsorge Private Infrastructure Fonds apart?

The fund invests for the long term and offers a solid, sustainable real estate portfolio with the following characteristics:

Broad diversification: Investments are spread across various sectors and regions, with a focus on Europe and North America.
Best in class: AXA selects its investment experts according to sector and region.
Sustainability: AXA has implemented sector limits and an exclusion list containing companies that do not meet its ESG standards.
Attractive terms: AXA and the selected investment manager are large-scale investors on the global infrastructure equity market and can thus secure better terms.
Low fees: Investors benefit from lower asset management fees thanks to AXA’s buying power

Frequently asked questions

What opportunities do investments in infrastructure offer?
- Additional diversification for the portfolio as a whole (low correlation to traditional asset classes)
- Attractive risk/return profile compared with other asset classes
- Implicit inflation protection through price-indexed purchase agreements
- High expected dividend yield
- Additional illiquidity premium
What risks are associated with investments in infrastructure?
- Investments are focused on the long term and illiquid.
- Fund units are not tradable or redeemable.
- Target returns are not guaranteed, and losses may occur.
- Political and regulatory frameworks may change at any time and influence the business performance of infrastructure companies.
To which asset class do infrastructure investments belong?

As of October 1, 2020, infrastructure investments can be allocated to the infrastructure asset class under OPO 2 and do not qualify as alternative investments, provided they do not systematically employ leverage. This applies to the fund as AXA clearly stipulates in the fund documents that leverage is only permitted for operational purposes.
In which countries does AXA Vorsorge Private Infrastructure Fonds invest?

AXA Vorsorge Private Infrastructure Fonds invests in infrastructure companies worldwide – primarily in OECD countries.