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
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
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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.
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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
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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