AXA World Funds - ACT Human Capital I Capitalisation EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.3 | 12.9 | -17.7 | 7.9 | 4.0 |
![]() | +/-Cat | -6.5 | 0.1 | 3.0 | 1.2 | 1.9 |
![]() | +/-B’mrk | -0.7 | - | 0.9 | -5.1 | -1.6 |
Category: Europe Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Dev Eur SMID TM... |
Key Stats | ||
NAV 13/08/2024 | EUR 227.52 | |
Day Change | 0.35% | |
Morningstar Category™ | Europe Mid-Cap Equity | |
ISIN | LU0316219251 | |
Fund Size (Mil) 13/08/2024 | EUR 145.16 | |
Share Class Size (Mil) 13/08/2024 | EUR 12.73 | |
Max Initial Charge | - | |
Ongoing Charge 28/02/2023 | 0.89% |
Investment Objective: AXA World Funds - ACT Human Capital I 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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Caroline Moleux 30/10/2020 | ||
Jean-Marc Maringe 29/10/2007 | ||
Inception Date 03/01/2012 |
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 - ACT Human Capital I Capitalisation EUR | 31/07/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 3.43 |
![]() | ![]() | 3.42 |
![]() | ![]() | 3.12 |
![]() | ![]() | 3.05 |
![]() | ![]() | 3.02 |
![]() | ||
![]() ![]() ![]() | ||
AXA World Funds - ACT Human Capital I Capitalisation EUR |