Adviser Site

Funds and investments

Flexibility, expertise and choice

Whether you want to take full control of fund selection, outsource your investment management or go with a risk profiled solution, we offer a range of investment choices. You can also access comprehensive fund information, fund factsheets, KIIDs and prospectuses.

It's important to remember that the value of your clients’ investments can go down as well as up, and are not guaranteed. This means your client could get back less than they invest.

Quick fund review

  • Fund factsheets, KIIDs and prospectuses.
  • Comprehensive fund information, research and analysis
  • Chart funds

Detailed fund review

Access fund factsheets, KIIDs and prospectuses, plus use your Adviser login to:

  • Compare up to 4 funds in a single report
  • Create, save and manage baskets of funds you use regularly
  • Manage fund portfolios and produce analytical reports

Outsourced investments - Architas Multi-Manager Range

From strategic to tactical and blended investment solutions, the risk-rated Architas multi-manager range of funds can help you build bespoke portfolios for your clients’ individual investment needs.

A shortlist of researched funds

We’ve made the fund universe more manageable with our Tailored Selection, a high quality list of over 140 funds covering each major asset class.

Whole of market investments on AXA Wealth Elevate

We offer access to a broad range of assets and investment vehicles available to UK investors from the whole market so you can build highly personalised portfolios on our AXA Wealth Elevate platform.

Risk profiled investments on AXA Wealth Elevate

Understanding your client’s attitude to risk is a key stage in your investment process. AXA Wealth Elevate offers end-to-end risk profiled investment solutions.
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