AXA World Funds - ACT Social Progress I Capitalisation GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 15.9 | 9.4 | -18.8 | -1.2 | 6.8 |
![]() | +/-Cat | 1.6 | -5.6 | -9.0 | -10.7 | - |
![]() | +/-B’mrk | 3.4 | -9.6 | -10.8 | -15.9 | - |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 16/04/2024 | GBP 132.85 | |
Day Change | -0.44% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1557120661 | |
Fund Size (Mil) 14/08/2024 | USD 183.84 | |
Share Class Size (Mil) 17/04/2024 | GBP 0.02 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2023 | 0.79% |
Investment Objective: AXA World Funds - ACT Social Progress I Capitalisation GBP |
To seek both long-term growth of your investment, in USD, from an actively managed listed equity and equity-related securities portfolio, and a sustainable investment objective to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose business models and/or operational practices are aligned with targets defined by one or more SDGs and that create financial and societal value by fostering social progress. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Anne Tolmunen 30/09/2023 | ||
Anna Vaananen 30/09/2023 | ||
Inception Date 28/02/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT Social Progress I Capitalisation GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.49 |
![]() | ![]() | 3.54 |
![]() | ![]() | 3.36 |
![]() | ![]() | 3.08 |
![]() | ![]() | 3.06 |
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AXA World Funds - ACT Social Progress I Capitalisation GBP |