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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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Attractive conditions

Individual investment plan

Broad diversification

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Key points at a glance

Attractive conditions: Low fees compared to the market and low J-curve
Broad diversification: Access to private equity investments in Europe and North America
20 years of experience in private equity investments: With a focus on buyout strategies in quality companies

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AXA Vorsorge Private Equity

The AXA Vorsorge Private Equity fund gives investors access to broadly diversified buyout investments in major markets (together with more than 25 general partners). The focus is on Europe and North America and comprises various strategies with primary, secondary, and co-investments.

As part of its investment strategy, AXA Vorsorge Private Equity invests primarily in target funds that focus on buyout strategies in quality companies. Target funds geared towards added value or opportunistic strategies are also taken into account to exploit additional opportunities.

What sets the AXA Vorsorge Private Equity fund apart?

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

Broadly diversified: Through primary, secondary, and co-investments
Security: Long-term investment – launch of vintages every three years
Performance: Long-term outperformance compared to MSCI World
Low fees: Attractive conditions relative to the market
J curve: Low to none
Customizability: Create an individual investment plan

Frequently asked questions

What does private equity mean?
- Private equity means private equity capital or off-market equity. This enables unlisted companies to raise capital and investments in private equity are mainly made via funds.
What are the opportunities for investments in AXA Vorsorge Private Equity?
- Diversification across the entire portfolio
- 85 percent of the portfolio is invested in quality and leading companies
- Profitable companies with high growth potential
- Attractive fee structure due to AXA’s purchasing power
- Easy access to a broadly diversified strategy
What are the risks for investments in private equity?
- Long-term investment with limited liquidity
- Valuation risks for the acquired companies
- The fund may invest in companies that entail a high business or financial risk