AXA World Funds - Framlington Human Capital F Distribution EURRegister to Unlock Ratings |
Performance History | 29/02/2016 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | - | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Europe Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Dev Eur SMID TM... |
Key Stats | ||
NAV 04/03/2016 | EUR 103.88 | |
Day Change | 0.81% | |
Morningstar Category™ | Europe Mid-Cap Equity | |
ISIN | LU0372523109 | |
Fund Size (Mil) 17/10/2024 | EUR 152.31 | |
Share Class Size (Mil) 07/03/2016 | EUR 0.03 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 28/02/2023 | 1.18% |
Investment Objective: AXA World Funds - Framlington Human Capital F Distribution 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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Caroline Moleux 30/10/2020 | ||
Jean-Marc Maringe 29/10/2007 | ||
Inception Date 22/08/2008 |
Advertisement |
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 | ||||||||||||||||||||
|
Portfolio Profile for AXA World Funds - Framlington Human Capital F Distribution EUR | 30/09/2024 |
|
|
Top 5 Holdings | Sector | % |
Erste Group Bank AG. | Financial Services | 3.51 |
SPIE SA | Industrials | 3.27 |
Storebrand ASA | Financial Services | 3.19 |
Prysmian SpA | Industrials | 3.13 |
ASR Nederland NV | Financial Services | 2.87 |
Increase Decrease New since last portfolio | ||
AXA World Funds - Framlington Human Capital F Distribution EUR |