AXA World Funds - ACT Clean Economy G GBP CapRegister to Unlock Ratings |
Performance History | 30/04/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | -15.2 | -0.5 | |
+/-Cat | - | - | - | -2.3 | - | |
+/-B’mrk | - | - | - | -7.5 | - | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 12/05/2023 | GBP 87.50 | |
Day Change | 1.07% | |
Morningstar Category™ | Sector Equity Ecology | |
IA (formerly IMA) Sector | - | |
ISIN | LU2271255510 | |
Fund Size (Mil) 16/05/2024 | USD 166.17 | |
Share Class Size (Mil) 12/05/2023 | GBP 0.04 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.53% |
Investment Objective: AXA World Funds - ACT Clean Economy G GBP Cap |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ashley Keet 31/01/2023 | ||
Anna Vaananen 01/01/2024 | ||
Click here to see others | ||
Inception Date 12/01/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT Clean Economy G GBP Cap | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 4.21 |
ASML Holding NV | Technology | 3.72 |
Eaton Corp PLC | Industrials | 3.56 |
Applied Materials Inc | Technology | 3.53 |
Linde PLC | Basic Materials | 3.49 |
Increase Decrease New since last portfolio | ||
AXA World Funds - ACT Clean Economy G GBP Cap |