AXA World Funds - ACT Social Progress A Capitalisation EUR (Hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 22.1 | -0.5 | -27.4 | -1.5 | 0.4 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | EUR 94.33 | |
Day Change | 1.02% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1737505872 | |
Fund Size (Mil) 14/08/2024 | USD 183.84 | |
Share Class Size (Mil) 14/08/2024 | EUR 36.49 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 31/12/2023 | 1.81% |
Investment Objective: AXA World Funds - ACT Social Progress A Capitalisation EUR (Hedged) |
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 06/09/2018 |
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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 - ACT Social Progress A Capitalisation EUR (Hedged) | 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 A Capitalisation EUR (Hedged) |