Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 32.7 | 22.3 | -23.7 | 24.4 | 19.2 | |
+/-Cat | 9.0 | 7.7 | -5.7 | 8.3 | 9.9 | |
+/-B’mrk | - | 4.2 | -4.8 | 2.1 | 9.2 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 22/04/2024 | USD 24.81 | |
Day Change | 1.48% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | IE00BDR6N137 | |
Fund Size (Mil) 09/05/2017 | USD 51.31 | |
Share Class Size (Mil) 22/04/2024 | USD 130.81 | |
Max Initial Charge | 0.20% | |
Ongoing Charge 31/12/2022 | 1.11% |
Investment Objective: Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD Acc |
The objective of the Sub-Fund is to seek to achieve long term investment growth, in total return terms, through active investments in a concentrated portfolio of equities in markets worldwide. There can be no assurance that the Sub-Fund will achieve its investment objective. An investment in the Sub-Fund should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Jacobson 12/04/2017 | ||
David Kim 31/03/2020 | ||
Click here to see others | ||
Inception Date 12/04/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD Acc | 29/02/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 9.77 |
Microsoft Corp | Technology | 9.24 |
Amazon.com Inc | Consumer Cyclical | 8.06 |
Meta Platforms Inc Class A | Communication Services | 6.45 |
ASML Holding NV | Technology | 6.36 |
Increase Decrease New since last portfolio | ||
Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD Acc |