AXA World Funds - Sustainable Equity QI I Capitalisation CHF (Hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 15.5 | 19.6 | -9.6 | 16.5 | 3.8 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | CHF 205.01 | |
Day Change | 1.38% | |
Morningstar Category™ | Other Equity | |
ISIN | LU0943665934 | |
Fund Size (Mil) 14/08/2024 | USD 2016.98 | |
Share Class Size (Mil) 14/08/2024 | CHF 2.21 | |
Max Initial Charge | - | |
Ongoing Charge 28/02/2023 | 0.34% |
Investment Objective: AXA World Funds - Sustainable Equity QI I Capitalisation CHF (Hedged) |
To seek to achieve a long-term return above that of the MSCI World Total Return Net Index (the “Benchmark”), with lower volatility, and to apply an ESG approach. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Cameron Gray 25/07/2013 | ||
Ram Rasaratnam 25/07/2013 | ||
Click here to see others | ||
Inception Date 10/02/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Sustainable Equity QI I Capitalisation CHF (Hedged) | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.49 |
![]() | ![]() | 4.48 |
![]() | ![]() | 4.27 |
![]() | ![]() | 2.58 |
![]() | ![]() | 2.44 |
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AXA World Funds - Sustainable Equity QI I Capitalisation CHF (Hedged) |