AXA World Funds - Global Income Generation A Distribution Quarterly fl EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.5 | -0.4 | -4.9 | 0.4 | 0.2 | |
+/-Cat | -0.7 | 2.2 | 1.0 | -3.5 | 0.8 | |
+/-B’mrk | -3.1 | 3.4 | 3.1 | -4.3 | 1.6 | |
Category: EUR Cautious Allocation - Global | ||||||
Category Benchmark: Morningstar EU Cau Gbl Tgt ... |
Key Stats | ||
NAV 14/05/2024 | EUR 87.02 | |
Day Change | 0.01% | |
Morningstar Category™ | EUR Cautious Allocation - Global | |
ISIN | LU0960400322 | |
Fund Size (Mil) 14/05/2024 | EUR 407.05 | |
Share Class Size (Mil) 14/05/2024 | EUR 184.43 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 26/03/2024 | 1.51% |
Investment Objective: AXA World Funds - Global Income Generation A Distribution Quarterly fl EUR |
To seek both regular income and growth of your investment in the medium term, in EUR, through asset class diversification. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Etherington 04/07/2017 | ||
Cesar Vanneaux 11/04/2022 | ||
Inception Date 16/09/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global Income Generation A Distribution Quarterly fl EUR | 31/03/2024 |
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