AXA World Funds - Global Factors - Sustainable Equity I Capitalisation USD

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Performance History30/04/2022
Growth of 1,000 (GBP) Advanced Graph
AXA World Funds - Global Factors - Sustainable Equity I Capitalisation USD
Fund0.922.78.224.9-5.0
+/-Cat7.63.6-2.46.92.3
+/-B’mrk4.71.0-4.45.31.1
 
Key Stats
NAV
17/05/2022
 USD 221.81
Day Change -0.32%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN LU0943665264
Fund Size (Mil)
17/05/2022
 USD 1468.49
Share Class Size (Mil)
17/05/2022
 USD 170.73
Max Initial Charge -
Ongoing Charge
01/01/2022
  0.30%
Morningstar Research
Analyst Report

AXAWF Global Factors–Sustainable Equity combines a systematic low-volatility, high-quality skew with favourable environmental, social, and governance characteristics, and a focus on reducing downside risks. The fund earns a Morningstar Analyst...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: AXA World Funds - Global Factors - Sustainable Equity I Capitalisation USD
To seek to achieve long-term growth above that of the MSCI World Total Return Net Index (the “Benchmark”), with lower volatility and a sustainable investment objective that seeks significantly improved ESG metrics and low er carbon intensity than the Benchmark, by using a socially responsible investment approach.
Returns
Trailing Returns (GBP)17/05/2022
YTD-5.91
3 Years Annualised10.93
5 Years Annualised11.11
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Gideon Smith
29/07/2013
Cameron Gray
29/07/2013
Inception Date
25/07/2013
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World NR USDMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  AXA World Funds - Global Factors - Sustainable Equity I Capitalisation USD31/03/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.870.0098.87
Bond0.000.000.00
Property0.000.000.00
Cash12.5211.391.13
Other0.000.000.00
Top 5 Regions%
United States69.71
Canada8.14
Eurozone6.78
Europe - ex Euro5.86
Japan5.45
Top 5 Sectors%
Financial Services24.56
Technology16.79
Industrials15.29
Consumer Defensive12.43
Healthcare11.53
Top 5 HoldingsSector%
Apple IncTechnologyTechnology4.18
Microsoft CorpTechnologyTechnology3.23
Alphabet Inc Class ACommunication ServicesCommunication Services2.31
Amazon.com IncConsumer CyclicalConsumer Cyclical1.82
Berkshire Hathaway Inc Class BFinancial ServicesFinancial Services1.49
AXA World Funds - Global Factors - Sustainable Equity I Capitalisation USD

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)