AXA World Funds - ACT Clean Economy I Capitalisation USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 41.5 | 9.5 | -15.4 | -4.1 | 9.7 | |
+/-Cat | 12.6 | -5.6 | -2.5 | -9.0 | 5.3 | |
+/-B’mrk | 29.3 | -10.2 | -7.7 | -19.4 | 0.6 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 18/04/2024 | USD 151.73 | |
Day Change | -0.09% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU1914343311 | |
Fund Size (Mil) 18/04/2024 | USD 152.74 | |
Share Class Size (Mil) 18/04/2024 | USD 3.81 | |
Max Initial Charge | - | |
Ongoing Charge 28/02/2023 | 0.79% |
Investment Objective: AXA World Funds - ACT Clean Economy I Capitalisation USD |
To seek both long-term growth of your investment, in USD, from an actively managed listed equity and equity-related securities portfolio, and a sustainable investment objective to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose business models and/or operational practices are aligned with targets defined by one or more SDGs with a focus on environmental themes, by applying an impact approach. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Ashley Keet 31/01/2023 | ||
Thomas Atkinson 31/01/2023 | ||
Inception Date 14/12/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for AXA World Funds - ACT Clean Economy I Capitalisation USD | 29/02/2024 |
|
|
Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 4.25 |
ASML Holding NV | Technology | 4.01 |
Applied Materials Inc | Technology | 3.55 |
Cadence Design Systems Inc | Technology | 3.51 |
Schneider Electric SE | Industrials | 3.49 |
Increase Decrease New since last portfolio | ||
AXA World Funds - ACT Clean Economy I Capitalisation USD |