AXA World Funds - Sustainable Equity QI F Capitalisation USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 24.7 | -4.9 | 10.6 | 4.6 | |
+/-Cat | - | 6.7 | 4.5 | -2.1 | -0.9 | |
+/-B’mrk | - | 5.1 | 2.8 | -4.6 | -1.9 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 16/05/2024 | USD 188.24 | |
Day Change | -0.12% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU2132470183 | |
Fund Size (Mil) 16/05/2024 | USD 1921.53 | |
Share Class Size (Mil) 16/05/2024 | USD 1.36 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 30/06/2023 | 0.46% |
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 | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: AXA World Funds - Sustainable Equity QI F 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ram Rasaratnam 25/07/2013 | ||
Jonathan White 25/07/2013 | ||
Click here to see others | ||
Inception Date 01/04/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Sustainable Equity QI F Capitalisation USD | 31/03/2024 |
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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 F Capitalisation USD |