AXA World Funds - ACT Human Capital A Capitalisation EURRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.0 | 11.6 | -18.6 | 6.7 | -0.9 |
![]() | +/-Cat | -7.8 | -1.2 | 2.1 | 0.0 | -1.0 |
![]() | +/-B’mrk | -1.9 | - | 0.0 | -6.4 | -3.9 |
Category: Europe Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Dev Eur SMID TM... |
Key Stats | ||
NAV 15/07/2024 | EUR 157.82 | |
Day Change | -0.84% | |
Morningstar Category™ | Europe Mid-Cap Equity | |
ISIN | LU0316218527 | |
Fund Size (Mil) 15/07/2024 | EUR 151.36 | |
Share Class Size (Mil) 15/07/2024 | EUR 116.58 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 31/12/2023 | 2.03% |
Investment Objective: AXA World Funds - ACT Human Capital A Capitalisation EUR |
To seek both long-term growth of your investment, in EUR, from an actively managed listed equity, equity-related securities and derivatives portfolio, and a sustainable investment objective to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose business models and/or operational practices are aligned with targets defined by one or more SDGs and that create financial and societal value and by applying an impact approach with a focus on Human capital management. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Caroline Moleux 30/10/2020 | ||
Jean-Marc Maringe 29/10/2007 | ||
Inception Date 29/10/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
50% STOXX Europe Mid 200 NR EUR , 50% STOXX Europe Small 200 NR EUR | Morningstar Dev Eur SMID TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT Human Capital A Capitalisation EUR | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.54 |
![]() | ![]() | 3.27 |
![]() | ![]() | 3.21 |
![]() | ![]() | 3.20 |
![]() | ![]() | 3.01 |
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AXA World Funds - ACT Human Capital A Capitalisation EUR |