AXA World Funds - Framlington Evolving Trends I Distribution GBP (Hedged)Register to Unlock Ratings |
Performance History | 30/11/2018 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.7 | -2.2 | 0.5 | 25.3 | -2.7 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 03/12/2018 | GBP 204.57 | |
Day Change | 1.80% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0503939687 | |
Fund Size (Mil) 02/05/2024 | USD 590.57 | |
Share Class Size (Mil) 03/12/2018 | GBP 0.02 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.81% |
Investment Objective: AXA World Funds - Framlington Evolving Trends I Distribution GBP (Hedged) |
To seek both long-term growth of your investment, in USD, from an actively managed listed equity, equity-related securities and derivatives portfolio, and to apply an ESG approach. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Tom Riley 01/09/2023 | ||
Gregg Bridger 01/09/2023 | ||
Inception Date 30/06/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Framlington Evolving Trends I Distribution GBP (Hedged) | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.68 |
Alphabet Inc Class C | Communication Services | 4.41 |
Amazon.com Inc | Consumer Cyclical | 3.84 |
NVIDIA Corp | Technology | 2.93 |
Novo Nordisk A/S Class B | Healthcare | 2.82 |
Increase Decrease New since last portfolio | ||
AXA World Funds - Framlington Evolving Trends I Distribution GBP (Hedged) |