AXA World Funds - Global Optimal Income F Capitalisation EURRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.2 | 0.4 | -12.8 | 4.4 | 5.2 | |
+/-Cat | 1.2 | -2.5 | -5.7 | -1.4 | 2.3 | |
+/-B’mrk | -0.9 | -4.2 | -5.5 | -4.0 | 1.9 | |
Category: EUR Flexible Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 17/04/2024 | EUR 159.75 | |
Day Change | -0.59% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
ISIN | LU0465917473 | |
Fund Size (Mil) 17/04/2024 | EUR 663.67 | |
Share Class Size (Mil) 17/04/2024 | EUR 4.75 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 28/02/2023 | 0.85% |
Investment Objective: AXA World Funds - Global Optimal Income F Capitalisation EUR |
To seek growth of your investment in the long term, in EUR, together with stable income. The income yields are of secondary importance. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Laurent Clavel 16/08/2022 | ||
Laurent Ramsamy 08/03/2013 | ||
Inception Date 08/03/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global Optimal Income F Capitalisation EUR | 29/02/2024 |
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