Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD Acc

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Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD Acc
Fund--5.331.032.77.9
+/-Cat--0.56.79.02.3
+/-B’mrk--2.83.43.23.1
 
Key Stats
NAV
17/05/2021
 USD 21.75
Day Change -1.07%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN IE00BDR6N137
Fund Size (Mil)
09/05/2017
 USD 51.31
Share Class Size (Mil)
17/05/2021
 USD 131.25
Max Initial Charge 0.20%
Ongoing Charge
-
  -%
Investment Objective: Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD Acc
"Axiom invests in dynamic growth stocks globally. Axiom seeks to identify companies whose key business drivers are both mproving and exceeding expectations through its systematic process of data collection, analysis and portfolio construction. The Concentrated Global Growth Equity strategy focuses its investments in global developed markets, but may also invest in companies located in emerging markets. The strategy consists of growing companies and companies undergoing signifi cant change with an emphasis on investments benefi ting from signifi cant emerging market growth. Axiom’s investment universe includes over 7,000 companies from which the investment team selects between 20 and 50 stocks."
Returns
Trailing Returns (GBP)17/05/2021
YTD1.05
3 Years Annualised15.64
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Andrew Jacobson
12/04/2017
Donald Elefson
12/04/2017
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Inception Date
12/04/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR EURMSCI ACWI Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD Acc30/04/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.050.00100.05
Bond0.000.000.00
Property0.000.000.00
Cash0.000.05-0.05
Other0.000.000.00
Top 5 Regions%
United States51.66
Eurozone27.82
Europe - ex Euro8.81
Asia - Developed5.51
United Kingdom3.87
Top 5 Sectors%
Technology40.95
Consumer Cyclical17.54
Financial Services16.61
Industrials15.69
Healthcare5.59
Top 5 HoldingsSector%
ASML Holding NVTechnologyTechnology9.60
LVMH Moet Hennessy Louis Vuitton SEConsumer CyclicalConsumer Cyclical8.24
Microsoft CorpTechnologyTechnology8.20
PayPal Holdings IncFinancial ServicesFinancial Services7.49
Evolution Gaming Group ABConsumer CyclicalConsumer Cyclical5.70
Axiom Investors ICAV - Concentrated Global Growth Equity Fund Class A USD Acc
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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