AXA World Funds - Framlington Longevity Economy M Capitalisation USDRegister to Unlock Ratings |
Performance History | 30/11/2015 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 30.8 | 8.8 | |
+/-Cat | - | - | - | 5.6 | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Sector Equity Healthcare | ||||||
Category Benchmark: Morningstar Gbl Health TME ... |
Key Stats | ||
NAV 17/12/2015 | USD 132.46 | |
Day Change | 0.40% | |
Morningstar Category™ | Sector Equity Healthcare | |
ISIN | LU0305308370 | |
Fund Size (Mil) 20/12/2024 | USD 107.14 | |
Share Class Size (Mil) 18/12/2015 | USD 0.04 | |
Max Initial Charge | - | |
Ongoing Charge 26/03/2024 | 0.16% |
Investment Objective: AXA World Funds - Framlington Longevity Economy M Capitalisation USD |
To seek long-term growth of your investment, in USD, from an actively managed listed equity, equity-related securities, and derivatives portfolio, and to apply an ESG approach. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Gregg Bridger 04/07/2023 | ||
Anna Vaananen 30/09/2024 | ||
Inception Date 09/12/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Gbl Health TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Framlington Longevity Economy M Capitalisation USD | 30/11/2024 |
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Top 5 Holdings | Sector | % |
American Express Co | Financial Services | 3.50 |
Booking Holdings Inc | Consumer Cyclical | 3.43 |
UnitedHealth Group Inc | Healthcare | 3.24 |
Royal Caribbean Group | Consumer Cyclical | 3.21 |
Charles Schwab Corp | Financial Services | 3.20 |
Increase Decrease New since last portfolio | ||
AXA World Funds - Framlington Longevity Economy M Capitalisation USD |