AXA World Funds - Sustainable Equity QI I Capitalisation USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.2 | 24.9 | -4.7 | 10.8 | 4.6 | |
+/-Cat | -2.4 | 6.9 | 4.6 | -2.0 | -0.9 | |
+/-B’mrk | -4.0 | 5.3 | 3.0 | -4.4 | -1.9 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 16/05/2024 | USD 273.83 | |
Day Change | -0.12% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0943665264 | |
Fund Size (Mil) 16/05/2024 | USD 1921.53 | |
Share Class Size (Mil) 16/05/2024 | USD 143.34 | |
Max Initial Charge | - | |
Ongoing Charge 28/02/2023 | 0.31% |
Morningstar Research |
Analyst Report | 13/04/2023 Shamir Popat, Senior Analyst Morningstar, Inc |
AXA IM Sustainable Equity continues to prove itself as a best-in-class systematic global equities strategy through its skilled and experienced team running a highly rated and differentiated process that has delivered consistent outperformance... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: AXA World Funds - Sustainable Equity QI I Capitalisation USD |
To seek to achieve a long-term return above that of the MSCI World Total Return Net Index (the “Benchmark”), with lower volatility, and to apply an ESG approach. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Ram Rasaratnam 25/07/2013 | ||
Jonathan White 25/07/2013 | ||
Click here to see others | ||
Inception Date 25/07/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for AXA World Funds - Sustainable Equity QI I Capitalisation USD | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.38 |
Apple Inc | Technology | 3.50 |
NVIDIA Corp | Technology | 3.18 |
Amazon.com Inc | Consumer Cyclical | 2.20 |
Alphabet Inc Class A | Communication Services | 2.16 |
Increase Decrease New since last portfolio | ||
AXA World Funds - Sustainable Equity QI I Capitalisation USD |