AXA World Funds - ACT Social Progress I Distribution EUR (Hedged)Register to Unlock Ratings |
Performance History | 31/05/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | 23.3 | 0.5 | -24.5 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 22/06/2022 | EUR 86.48 | |
Day Change | -0.23% | |
Morningstar Category™ | Other Equity | |
ISIN | LU2014480698 | |
Fund Size (Mil) 14/08/2024 | USD 183.84 | |
Share Class Size (Mil) 22/06/2022 | EUR 30.27 | |
Max Initial Charge | - | |
Ongoing Charge 30/06/2023 | 0.81% |
Investment Objective: AXA World Funds - ACT Social Progress I Distribution 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 17/07/2019 |
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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 - ACT Social Progress I Distribution 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 I Distribution EUR (Hedged) |