AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Capitalisation CHF (Hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.7 | -5.8 | -5.9 | 4.8 | -3.4 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | CHF 92.01 | |
Day Change | 0.12% | |
Morningstar Category™ | Other Bond | |
ISIN | LU0800572967 | |
Fund Size (Mil) 14/08/2024 | USD 283.50 | |
Share Class Size (Mil) 14/08/2024 | CHF 1.13 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 28/02/2023 | 1.29% |
Investment Objective: AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Capitalisation CHF (Hedged) |
To seek performance, in USD, from an actively managed short-duration emerging debt securities portfolio whose carbon footprint, measured as carbon intensity, is at least 30% lower than that of the index composed of 75% J. P. Morgan Corporate Emerging Market Bond Index Broad Diversified + 25% J. P. Morgan Emerging Market Bond Index Global Diversified (the “Benchmark”). As a secondary ‘extra-financial objective’, the water intensity of the portfolio aims also at being at least 30% lower than the Benchmark. The Sub-Fund’s objective to invest in low er carbon emissions-intensive exposures than the Benchmark is not performed in view of achieving the long-term global warming objectives of the Paris Agreement. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Magda Branet 15/07/2022 | ||
Mikhail Volodchenko 06/09/2012 | ||
Inception Date 02/01/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
75% JPM CEMBI Broad Diversified TR USD , 25% JPM EMBI Global Diversified TR USD | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Capitalisation CHF (Hedged) | 30/06/2024 |
|
|