AXA Framlington UK Sustainable Equity Fund - D IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 1.3 | 6.9 |
![]() | +/-Cat | - | - | - | -6.7 | -3.7 |
![]() | +/-B’mrk | - | - | - | -6.3 | -3.8 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 2.22 | |
Day Change | 0.82% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BPX35Q15 | |
Fund Size (Mil) 14/08/2024 | GBP 79.78 | |
Share Class Size (Mil) 14/08/2024 | GBP 4.95 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 1.18% |
Investment Objective: AXA Framlington UK Sustainable Equity Fund - D Income |
The aim of this Fund is to: (i) provide long-term capital growth over a period of 5 years or more and (ii) invest in companies which have leading or improving environmental, social and governance (ESG) practices, in line with the selection criteria. The Fund invests at least 70% of its Net Asset Value in shares of companies domiciled, incorporated or having significant business in the UK which the Manager believes will provide above-average returns, relative to their industry peers. The Fund invests at least 80% of its investment in shares in large and medium-sized companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Nigel Yates 02/02/2021 | ||
Chris John 12/03/2021 | ||
Inception Date 30/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington UK Sustainable Equity Fund - D Income | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.24 |
![]() | ![]() | 3.74 |
![]() | ![]() | 3.60 |
![]() | ![]() | 3.29 |
![]() | ![]() | 3.23 |
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AXA Framlington UK Sustainable Equity Fund - D Income |