AXA ACT People & Planet Equity Fund R AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 6.8 | ||||
+/-Cat | - | -2.8 | ||||
+/-B’mrk | - | -5.5 | ||||
Morningstar Restructure Date: 06/04/2023 | ||||||
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD | ||||||
Effective 06/04/2023, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
NAV 14/08/2024 | GBX 269.80 | |
Day Change | 1.09% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB0003509436 | |
Fund Size (Mil) 14/08/2024 | GBP 24.94 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.60 | |
Max Initial Charge | - | |
Ongoing Charge 07/06/2024 | 1.60% |
Investment Objective: AXA ACT People & Planet Equity Fund R Accumulation |
The aim of this Fund is to: (i) provide capital growth over the long term (being a period of five years or more); and (ii) invest in companies that contribute to the achievement of the United Nation’s Sustainable Development Goals. The Fund invests at least 80% of its Net Asset Value in shares of listed companies of any size based anywhere in the world. The Manager selects shares based upon: (i) a company’s positive contribution to the achievement of one or more of the United Nation’s Sustainable Development Goals (the “UN SDGs”) and (ii) an analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Anna Vaananen 01/01/2024 | ||
Thomas Atkinson 01/01/2024 | ||
Inception Date 31/12/1992 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA ACT People & Planet Equity Fund R Accumulation | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 2.99 |
Thermo Fisher Scientific Inc | Healthcare | 2.98 |
Schneider Electric SE | Industrials | 2.77 |
SAP SE | Technology | 2.76 |
AstraZeneca PLC | Healthcare | 2.74 |
Increase Decrease New since last portfolio | ||
AXA ACT People & Planet Equity Fund R Accumulation |