AXA World Funds - Robotech G Capitalisation USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 42.2 | 18.7 | -26.7 | 20.1 | 14.2 |
![]() | +/-Cat | -1.5 | 3.7 | 1.5 | -11.3 | 1.8 |
![]() | +/-B’mrk | - | -13.6 | -2.7 | -25.4 | -10.8 |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 15/07/2024 | USD 281.19 | |
Day Change | -0.11% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | LU1529785534 | |
Fund Size (Mil) 15/07/2024 | USD 1167.81 | |
Share Class Size (Mil) 15/07/2024 | USD 5.03 | |
Max Initial Charge | - | |
Ongoing Charge 28/04/2023 | 0.50% |
Investment Objective: AXA World Funds - Robotech G Capitalisation USD |
To seek long-term growth of your investment, in USD, from an actively managed listed equity and equity-related securities portfolio, and to apply an ESG approach. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Tom Riley 19/12/2016 | ||
Bradley Reynolds 31/08/2023 | ||
Inception Date 19/12/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Robotech G Capitalisation USD | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.21 |
![]() | ![]() | 4.99 |
![]() | ![]() | 4.44 |
![]() | ![]() | 3.75 |
![]() | ![]() | 3.54 |
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AXA World Funds - Robotech G Capitalisation USD |