AXA World Funds - ACT US Corporate Bonds Low Carbon A Capitalisation USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.1 | -0.2 | -7.0 | 1.1 | 0.5 | |
+/-Cat | 2.7 | 0.7 | -1.7 | -0.8 | -0.1 | |
+/-B’mrk | 1.8 | 0.0 | -1.9 | -1.2 | -0.1 | |
Category: USD Corporate Bond | ||||||
Category Benchmark: Morningstar US Corp Bd TR USD |
Key Stats | ||
NAV 25/04/2024 | USD 107.02 | |
Day Change | -0.82% | |
Morningstar Category™ | USD Corporate Bond | |
ISIN | LU1319663180 | |
Fund Size (Mil) 25/04/2024 | USD 16.23 | |
Share Class Size (Mil) 25/04/2024 | USD 0.71 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/12/2023 | 1.00% |
Investment Objective: AXA World Funds - ACT US Corporate Bonds Low Carbon A Capitalisation USD |
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 | Morningstar US Corp Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT US Corporate Bonds Low Carbon A Capitalisation USD | 29/02/2024 |
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