AXA World Funds - Robotech F Capitalisation CHF (Hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 51.2 | 12.9 | -31.4 | 25.4 | 1.2 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | CHF 130.09 | |
Day Change | 2.45% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1690255929 | |
Fund Size (Mil) 14/08/2024 | USD 1046.84 | |
Share Class Size (Mil) 13/08/2024 | CHF 1.88 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 31/12/2023 | 1.03% |
Investment Objective: AXA World Funds - Robotech F Capitalisation CHF (Hedged) |
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 09/01/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Robotech F Capitalisation CHF (Hedged) | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.23 |
![]() | ![]() | 5.39 |
![]() | ![]() | 4.74 |
![]() | ![]() | 3.74 |
![]() | ![]() | 3.71 |
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AXA World Funds - Robotech F Capitalisation CHF (Hedged) |