Axiom Global Equity Fund class A

Register to Unlock Ratings
Performance History31/05/2022
Growth of 1,000 (GBP) Advanced Graph
Axiom Global Equity Fund class A
Fund-26.231.120.0-21.7
+/-Cat-2.07.45.4-6.0
+/-B’mrk--1.41.71.8-6.2
 
Key Stats
NAV
28/06/2022
 USD 12.46
Day Change -1.48%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN IE00BYXZVG22
Fund Size (Mil)
18/04/2017
 USD 176.18
Share Class Size (Mil)
27/06/2022
 USD 39.65
Max Initial Charge 0.20%
Ongoing Charge
28/01/2021
  1.11%
Investment Objective: Axiom Global Equity Fund class A
-
Returns
Trailing Returns (GBP)28/06/2022
YTD-24.70
3 Years Annualised6.20
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Andrew Jacobson
09/01/2017
Bradley Amoils
09/01/2017
Inception Date
01/09/2010
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMSCI ACWI Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Axiom Global Equity Fund class A31/05/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.990.0097.99
Bond0.000.000.00
Property0.000.000.00
Cash2.010.002.01
Other0.000.000.00
Top 5 Regions%
United States68.75
Eurozone10.10
Europe - ex Euro6.41
Canada5.94
Japan4.71
Top 5 Sectors%
Technology34.69
Healthcare14.81
Consumer Cyclical14.29
Financial Services9.54
Communication Services8.31
Top 5 HoldingsSector%
Alphabet Inc Class ACommunication ServicesCommunication Services5.53
Microsoft CorpTechnologyTechnology5.20
Danaher CorpHealthcareHealthcare4.65
Tesla IncConsumer CyclicalConsumer Cyclical4.15
ASML Holding NVTechnologyTechnology3.70
Axiom Global Equity Fund class A
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)