AXA World Funds - Sustainable Equity QI I Capitalisation GBP (Hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.6 | 23.2 | -17.3 | 16.4 | 11.7 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | GBP 205.24 | |
Day Change | 1.36% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | LU0943665850 | |
Fund Size (Mil) 14/08/2024 | USD 2016.98 | |
Share Class Size (Mil) 14/08/2024 | GBP 58.16 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.33% |
Investment Objective: AXA World Funds - Sustainable Equity QI I Capitalisation GBP (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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Cameron Gray 25/07/2013 | ||
Ram Rasaratnam 25/07/2013 | ||
Click here to see others | ||
Inception Date 18/08/2015 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for AXA World Funds - Sustainable Equity QI I Capitalisation GBP (Hedged) | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 4.49 |
![]() | ![]() | 4.48 |
![]() | ![]() | 4.27 |
![]() | ![]() | 2.58 |
![]() | ![]() | 2.44 |
![]() | ||
![]() ![]() ![]() | ||
AXA World Funds - Sustainable Equity QI I Capitalisation GBP (Hedged) |