AXA World Funds - Defensive Optimal Income ZF Capitalisation EURRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | -6.0 | -3.0 | 3.3 | 1.4 | |
+/-Cat | - | -3.4 | 2.9 | -0.6 | - | |
+/-B’mrk | - | -2.1 | 5.0 | -1.3 | - | |
Category: EUR Cautious Allocation - Global | ||||||
Category Benchmark: Morningstar EU Cau Gbl Tgt ... |
Key Stats | ||
NAV 17/04/2024 | EUR 108.92 | |
Day Change | -0.11% | |
Morningstar Category™ | EUR Cautious Allocation - Global | |
ISIN | LU1794083763 | |
Fund Size (Mil) 27/09/2024 | EUR 189.36 | |
Share Class Size (Mil) 18/04/2024 | EUR 0.02 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 26/07/2024 | 0.70% |
Investment Objective: AXA World Funds - Defensive Optimal Income ZF Capitalisation EUR |
To seek growth of your investment in the medium term, in EUR, by investing across a broad range of asset classes while adopting a defensive approach. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Qian Liu 16/08/2022 | ||
Laurent Clavel 16/08/2022 | ||
Inception Date 19/03/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Defensive Optimal Income ZF Capitalisation EUR | 31/08/2024 |
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