AXA World Funds - Global Real Estate A Capitalisation USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -7.5 | 28.2 | -17.5 | 3.0 | -5.8 | |
+/-Cat | 1.4 | 2.5 | 0.3 | -1.9 | -0.4 | |
+/-B’mrk | 0.2 | 4.1 | -2.5 | 0.1 | -0.3 | |
Category: Property - Indirect Global | ||||||
Category Benchmark: Morningstar Gbl Real Est TM... |
Key Stats | ||
NAV 02/05/2024 | USD 144.73 | |
Day Change | 1.54% | |
Morningstar Category™ | Property - Indirect Global | |
ISIN | LU0266012318 | |
Fund Size (Mil) 02/05/2024 | EUR 324.43 | |
Share Class Size (Mil) 02/05/2024 | USD 0.52 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 28/02/2023 | 2.01% |
Morningstar Research |
Analyst Report | 07/03/2024 Thomas De Fauw, Analyst Morningstar, Inc |
This team’s solid expertise and stability combined with a proven approach make AXA WF Global Real Estate Securities a strong option in the property indirect global Morningstar Category. The Morningstar Analyst Rating for the cheaper share classes... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: AXA World Funds - Global Real Estate A Capitalisation USD |
To seek long-term growth of your investment, in EUR, from an actively managed listed equity, equity-related securities and derivatives portfolio. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Salma Baho 13/05/2022 | ||
Frédéric Tempel 13/05/2022 | ||
Inception Date 04/09/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE EPRA Nareit Developed NR EUR | Morningstar Gbl Real Est TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global Real Estate A Capitalisation USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Prologis Inc | Real Estate | 9.37 |
Goodman Group | Real Estate | 5.01 |
Equinix Inc | Real Estate | 4.65 |
Simon Property Group Inc | Real Estate | 4.09 |
AvalonBay Communities Inc | Real Estate | 3.85 |
Increase Decrease New since last portfolio | ||
AXA World Funds - Global Real Estate A Capitalisation USD |