AXA World Funds - Framlington Women Empowerment F Capitalisation EUR

Performance History30/06/2020
Growth of 1,000 (GBP) Advanced Graph
AXA World Funds - Framlington Women Empowerment F Capitalisation EUR
Fund--1.319.13.2
+/-Cat--6.0-5.1-5.5
+/-B’mrk--3.7-8.5-9.9
 
Key Stats
NAV
10/07/2020
 EUR 125.51
Day Change 0.11%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN LU1557119655
Fund Size (Mil)
10/07/2020
 USD 100.94
Share Class Size (Mil)
10/07/2020
 EUR 0.25
Max Initial Charge 2.00%
Ongoing Charge
24/06/2020
  1.01%
Investment Objective: AXA World Funds - Framlington Women Empowerment F Capitalisation EUR
The objective of the Sub-Fund is to achieve long term capital growth.
Returns
Trailing Returns (GBP)10/07/2020
YTD3.77
3 Years Annualised8.88
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Anne Tolmunen
23/06/2017
Pauline Llandric
31/07/2017
Inception Date
28/02/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI AC World NRMSCI ACWI Growth 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 - Framlington Women Empowerment F Capitalisation EUR31/05/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.060.0097.06
Bond0.000.000.00
Property0.000.000.00
Cash2.960.022.94
Other0.000.000.00
Top 5 Regions%
United States67.63
Eurozone12.37
Europe - ex Euro7.66
Asia - Emerging5.53
Australasia2.29
Top 5 Sectors%
Technology21.76
Healthcare15.49
Financial Services14.78
Communication Services11.47
Consumer Cyclical11.35
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology5.56
Facebook Inc ACommunication ServicesCommunication Services3.80
Visa Inc Class AFinancial ServicesFinancial Services2.93
PayPal Holdings IncFinancial ServicesFinancial Services2.85
Alibaba Group Holding Ltd ADRConsumer CyclicalConsumer Cyclical2.51
AXA World Funds - Framlington Women Empowerment F Capitalisation EUR
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)

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