AXA World Funds - Global Income Generation F Capitalisation USDRegister to Unlock Ratings |
Performance History | 30/09/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 8.6 | 2.7 | 5.4 | 1.7 | |
+/-Cat | - | 2.6 | 0.3 | 1.4 | - | |
+/-B’mrk | - | - | - | 2.9 | - | |
Category: USD Cautious Allocation | ||||||
Category Benchmark: Morningstar EAA USD Cau Tgt... |
Key Stats | ||
NAV 03/10/2022 | USD 101.12 | |
Day Change | -0.11% | |
Morningstar Category™ | USD Cautious Allocation | |
ISIN | LU0960401999 | |
Fund Size (Mil) 28/03/2024 | EUR 416.06 | |
Share Class Size (Mil) 03/10/2022 | USD 0.02 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 17/02/2023 | 0.88% |
Investment Objective: AXA World Funds - Global Income Generation F Capitalisation USD |
To seek both regular income and growth of your investment in the medium term, in EUR, through asset class diversification. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Etherington 04/07/2017 | ||
Cesar Vanneaux 11/04/2022 | ||
Inception Date 03/08/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar EAA USD Cau Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global Income Generation F Capitalisation USD | 31/01/2024 |
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