AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Capitalisation EUR (Hedged)Register to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.5 | -9.6 | -10.0 | 0.7 | 1.7 | |
+/-Cat | -1.7 | -0.1 | 2.5 | -5.3 | 0.2 | |
+/-B’mrk | -3.0 | 0.1 | 4.1 | -4.3 | 3.0 | |
Category: Global Emerging Markets Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar EM Sov Bd GR Hd... |
Key Stats | ||
NAV 06/12/2024 | EUR 101.67 | |
Day Change | -0.25% | |
Morningstar Category™ | Global Emerging Markets Bond - EUR Hedged | |
ISIN | LU0800572702 | |
Fund Size (Mil) 06/12/2024 | USD 254.51 | |
Share Class Size (Mil) 06/12/2024 | EUR 19.10 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 19/02/2024 | 1.30% |
Investment Objective: AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Capitalisation EUR (Hedged) |
To seek performance, in USD, from an actively managed short-duration emerging debt securities portfolio whose carbon footprint, measured as carbon intensity, is at least 30% lower than that of the index composed of 75% J. P. Morgan Corporate Emerging Market Bond Index Broad Diversified + 25% J. P. Morgan Emerging Market Bond Index Global Diversified (the “Benchmark”). As a secondary ‘extra-financial objective’, the water intensity of the portfolio aims also at being at least 30% lower than the Benchmark. The Sub-Fund’s objective to invest in low er carbon emissions-intensive exposures than the Benchmark is not performed in view of achieving the long-term global warming objectives of the Paris Agreement. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Magda Branet 15/07/2022 | ||
Mikhail Volodchenko 06/09/2012 | ||
Inception Date 05/12/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
75% JPM CEMBI Broad Diversified TR USD , 25% JPM EMBI Global Diversified TR USD | Morningstar EM Sov Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Capitalisation EUR (Hedged) | 31/10/2024 |
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