AXA World Funds - ACT Human Capital ZF Distribution EURRegister to Unlock Ratings |
Performance History | 30/09/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -18.0 | 15.5 | 9.2 | 12.8 | -23.4 |
![]() | +/-Cat | -3.2 | -5.0 | -6.6 | 0.0 | - |
![]() | +/-B’mrk | -5.9 | -7.7 | -0.8 | - | - |
Category: Europe Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Dev Eur SMID TM... |
Key Stats | ||
NAV 29/09/2022 | EUR 86.10 | |
Day Change | -3.42% | |
Morningstar Category™ | Europe Mid-Cap Equity | |
ISIN | LU1670743084 | |
Fund Size (Mil) 13/08/2024 | EUR 145.16 | |
Share Class Size (Mil) 30/09/2022 | EUR 0.02 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 17/02/2023 | 0.98% |
Investment Objective: AXA World Funds - ACT Human Capital ZF Distribution EUR |
To seek both long-term growth of your investment, in EUR, from an actively managed listed equity, equity-related securities and derivatives 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 and by applying an impact approach with a focus on Human capital management. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Caroline Moleux 30/10/2020 | ||
Jean-Marc Maringe 29/10/2007 | ||
Inception Date 17/11/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
50% STOXX Europe Mid 200 NR EUR , 50% STOXX Europe Small 200 NR EUR | Morningstar Dev Eur SMID TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT Human Capital ZF Distribution EUR | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.43 |
![]() | ![]() | 3.42 |
![]() | ![]() | 3.12 |
![]() | ![]() | 3.05 |
![]() | ![]() | 3.02 |
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AXA World Funds - ACT Human Capital ZF Distribution EUR |