AXA Framlington Global Sustainable Managed Fund - D AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 12.2 | 6.7 |
![]() | +/-Cat | - | - | - | 3.9 | 0.2 |
![]() | +/-B’mrk | - | - | - | 1.6 | -1.6 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 14/08/2024 | GBP 5.35 | |
Day Change | 0.77% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BPX35F00 | |
Fund Size (Mil) 14/08/2024 | GBP 885.29 | |
Share Class Size (Mil) 14/08/2024 | GBP 6.19 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.96% |
Investment Objective: AXA Framlington Global Sustainable Managed Fund - D Accumulation |
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 in shares of listed companies which the Manager believes will provide above-average returns, relative to their industry peers. The Fund invests in companies of any size and based anywhere in the world (including emerging markets). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jamie Forbes-Wilson 14/01/2021 | ||
David Shaw 10/11/2021 | ||
Inception Date 27/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington Global Sustainable Managed Fund - D Accumulation | 31/07/2024 |
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