AXA World Funds - Global Real Estate I Capitalisation USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -6.4 | 29.7 | -16.5 | 4.2 | 1.7 |
![]() | +/-Cat | 2.4 | 4.0 | 1.2 | -0.7 | 0.7 |
![]() | +/-B’mrk | 1.3 | 5.6 | -1.5 | 1.3 | 0.1 |
Category: Property - Indirect Global | ||||||
Category Benchmark: Morningstar Gbl Real Est TM... |
Key Stats | ||
NAV 30/08/2024 | USD 128.68 | |
Day Change | 1.17% | |
Morningstar Category™ | Property - Indirect Global | |
ISIN | LU1731858806 | |
Fund Size (Mil) 30/08/2024 | EUR 384.94 | |
Share Class Size (Mil) 30/08/2024 | USD 119.74 | |
Max Initial Charge | - | |
Ongoing Charge 28/02/2023 | 0.87% |
Morningstar Research |
Analyst Report | 07/03/2024 Thomas De Fauw, Analyst Morningstar, Inc |
This team’s solid expertise and stability combined with a proven approach make AXA WF Global Real Estate Securities a strong option in the property indirect global Morningstar Category. The Morningstar Analyst Rating for the cheaper share classes... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: AXA World Funds - Global Real Estate I Capitalisation USD |
To seek long-term growth of your investment, in EUR, from an actively managed listed equity, equity-related securities and derivatives portfolio. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Frédéric Tempel 11/09/2006 | ||
Salma Baho 28/08/2006 | ||
Inception Date 14/12/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE EPRA Nareit Developed NR EUR | Morningstar Gbl Real Est TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global Real Estate I Capitalisation USD | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.85 |
![]() | ![]() | 4.79 |
![]() | ![]() | 4.71 |
![]() | ![]() | 4.64 |
![]() | ![]() | 4.25 |
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AXA World Funds - Global Real Estate I Capitalisation USD |