An innovative growth opportunity
Active asset management is in our DNA, and our Logistics Europe strategy promotes long-term, sustainable growth.
Rising demand
Our 3 pillars
Our strategy is based on portfolio diversity, active management and on-the-ground expertise. These three core pillars anchor our investments and enable us to drive long-term, sustainable returns.
Focused growth
Our open-ended Logistics strategy offers global investors the opportunity to access the dynamic European logistics market, through a diverse portfolio of 135+ real estate assets.
Discover our full ESG strategy
Environmental, sustainable thinking is integrated into all our logistics investment decisions – to create long-term value.
Find out moreOur convictions
Shifting trends
The structural demand shift is driving demand for bulk warehouses and urban last-mile delivery units. In an environment with limited availability of suitable space, we are positioned to capitalise on these growth drivers.
Unlocking value
Income growth is underpinned by positive demand-supply dynamics. This means that the European logistics landscape offers global investors an attractive income perspective relative to other sectors, and a significant yield premium over 10-year government bonds.
Diversified risk
The single-tenant nature of many logistics assets raises our exposure to risk. We mitigate this by maintaining a large and diversified portfolio of tenants in locations across Europe.
AXA Logistics Europe Fund
Our investments
Königs Wusterhausen, Berlin
We acquired this prime logistics property in Germany’s capital in Q1 2021. The 56,000-square-metre site in a well-connected location provides a stable income over the medium term, with long-term upside potential as the area looks set to grow into a hub for suppliers in the logistics space
Nuneaton, West Midlands, UK
Acquired in Q1 2021, this 64-acre site is being developed into a 91,000-square-metre logistics space divided across five units. The site is strategically located within 20 minutes of five major motorways and offers access to a major labour pool and attractive levels of demand and take-up.
Illescas, Madrid, Spain
Our forward-purchase acquisition of a new, 68,000-square-metre logistics warehouse in Madrid will complete in Q1 2022 and is already 100% preleased to a major Spanish food distributor. Located within an established submarket with strong demand for big-box logistics facilities, the site offers an attractive risk-return balance in an overall competitive environment.
Discover our residential strategy
With assets across Europe, our residential portfolio offers global investors access to a highly dynamic market.
Find out moreAXA Logistics Bond Investors
Risk Warning
No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested.
Disclaimer
This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
ESG Disclaimer
The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonised definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar but which should be distinguished because their calculation method may be different.
Companies or assets are shown for illustrative purposes only and should not be considered as advice or a recommendation for an investment strategy.