AXA World Funds - Global Optimal Income I Capitalisation USD (Hedged)Register to Unlock Ratings |
Performance History | 30/09/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.4 | 12.2 | 2.0 | 9.1 | 4.7 | |
+/-Cat | 3.2 | 2.8 | -1.9 | 0.3 | - | |
+/-B’mrk | - | - | - | 0.6 | - | |
Category: USD Flexible Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 03/10/2022 | USD 111.45 | |
Day Change | -0.21% | |
Morningstar Category™ | USD Flexible Allocation | |
ISIN | LU1724657579 | |
Fund Size (Mil) 24/04/2024 | EUR 660.78 | |
Share Class Size (Mil) 03/10/2022 | USD 0.02 | |
Max Initial Charge | - | |
Ongoing Charge 11/07/2022 | 0.78% |
Investment Objective: AXA World Funds - Global Optimal Income I Capitalisation USD (Hedged) |
To seek growth of your investment in the long term, in EUR, together with stable income. The income yields are of secondary importance. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Laurent Clavel 16/08/2022 | ||
Laurent Ramsamy 08/03/2013 | ||
Inception Date 06/12/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global Optimal Income I Capitalisation USD (Hedged) | 29/02/2024 |
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