AXA World Funds - ACT US Corporate Bonds Low Carbon A Capitalisation EUR (Hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 15.5 | -8.1 | -14.8 | 2.2 | -4.9 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 17/05/2024 | EUR 92.50 | |
Day Change | -0.37% | |
Morningstar Category™ | Other Bond | |
ISIN | LU1319663008 | |
Fund Size (Mil) 17/05/2024 | USD 16.66 | |
Share Class Size (Mil) 17/05/2024 | EUR 0.11 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 28/02/2023 | 1.04% |
Investment Objective: AXA World Funds - ACT US Corporate Bonds Low Carbon A Capitalisation EUR (Hedged) |
To seek both income and growth of your investment, in USD, from an actively managed bond portfolio. whose carbon footprint, measured as carbon intensity, is at least 30% lower than that of the Bloomberg US Corporate Investment Grade index (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 lower 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 | ||
Frank Olszewski 25/10/2016 | ||
Guillaume Arnould 21/05/2020 | ||
Inception Date 25/10/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Corp IG TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT US Corporate Bonds Low Carbon A Capitalisation EUR (Hedged) | 31/03/2024 |
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