AXA World Funds - Sustainable Equity QI I Capitalisation USDRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.2 | 24.9 | -4.7 | 10.8 | 5.4 | |
+/-Cat | -2.4 | 6.9 | 4.6 | -2.0 | 0.5 | |
+/-B’mrk | -4.0 | 5.3 | 3.0 | -4.4 | -0.3 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 27/03/2024 | USD 272.28 | |
Day Change | 0.75% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0943665264 | |
Fund Size (Mil) 27/03/2024 | USD 1986.33 | |
Share Class Size (Mil) 27/03/2024 | USD 159.98 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2023 | 0.30% |
Morningstar Research |
Analyst Report | 13/04/2023 Shamir Popat, Senior Analyst Morningstar, Inc |
AXA IM Sustainable Equity continues to prove itself as a best-in-class systematic global equities strategy through its skilled and experienced team running a highly rated and differentiated process that has delivered consistent outperformance... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: AXA World Funds - Sustainable Equity QI I Capitalisation USD |
To seek to achieve a long-term return above that of the MSCI World Total Return Net Index (the “Benchmark”), with lower volatility, and to apply an ESG approach. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Gideon Smith 25/07/2013 | ||
Cameron Gray 25/07/2013 | ||
Click here to see others | ||
Inception Date 25/07/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Sustainable Equity QI I Capitalisation USD | 31/01/2024 |
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Top 5 Holdings | Sector | % |
Apple Inc | Technology | 4.68 |
Microsoft Corp | Technology | 4.48 |
Alphabet Inc Class A | Communication Services | 2.32 |
Amazon.com Inc | Consumer Cyclical | 1.40 |
NVIDIA Corp | Technology | 1.32 |
Increase Decrease New since last portfolio | ||
AXA World Funds - Sustainable Equity QI I Capitalisation USD |