AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Distribution Quarterly USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 0.3 | -1.8 | -1.9 | -0.7 | 3.5 |
![]() | +/-Cat | -2.4 | 1.1 | 3.7 | -4.9 | 1.0 |
![]() | +/-B’mrk | -2.7 | 0.0 | 3.8 | -4.8 | 2.0 |
Category: Global Emerging Markets Bond | ||||||
Category Benchmark: Morningstar EM Sov Bd GR USD |
Key Stats | ||
NAV 13/08/2024 | USD 81.69 | |
Day Change | -0.19% | |
Morningstar Category™ | Global Emerging Markets Bond | |
ISIN | LU1105448713 | |
Fund Size (Mil) 14/08/2024 | USD 283.50 | |
Share Class Size (Mil) 14/08/2024 | USD 4.37 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 26/03/2024 | 1.29% |
Investment Objective: AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Distribution Quarterly USD |
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 | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Magda Branet 15/07/2022 | ||
Mikhail Volodchenko 06/09/2012 | ||
Inception Date 03/10/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
75% JPM CEMBI Broad Diversified TR USD , 25% JPM EMBI Global Diversified TR USD | Morningstar EM Sov Bd GR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Distribution Quarterly USD | 30/06/2024 |
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