AXA World Funds - Robotech ZF Capitalisation CHF (Hedged)Register to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 51.5 | 13.2 | -31.2 | 25.6 | 4.6 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 15/07/2024 | CHF 159.12 | |
Day Change | -0.22% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1670743324 | |
Fund Size (Mil) 15/07/2024 | USD 1167.81 | |
Share Class Size (Mil) 15/07/2024 | CHF 18.91 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 28/02/2023 | 0.78% |
Investment Objective: AXA World Funds - Robotech ZF 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 19/06/2019 |
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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 ZF Capitalisation CHF (Hedged) | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.21 |
![]() | ![]() | 4.99 |
![]() | ![]() | 4.44 |
![]() | ![]() | 3.75 |
![]() | ![]() | 3.54 |
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AXA World Funds - Robotech ZF Capitalisation CHF (Hedged) |