AXA World Funds - ACT Clean Economy F Capitalisation EUR (Hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 49.7 | 0.2 | -24.0 | -3.7 | 2.3 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/05/2024 | EUR 139.07 | |
Day Change | -0.88% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1914342859 | |
Fund Size (Mil) 16/05/2024 | USD 166.17 | |
Share Class Size (Mil) 16/05/2024 | EUR 0.40 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 30/06/2023 | 1.06% |
Investment Objective: AXA World Funds - ACT Clean Economy F Capitalisation EUR (Hedged) |
To seek both long-term growth of your investment, in USD, from an actively managed listed equity and equity-related securities portfolio, and a sustainable investment objective to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose business models and/or operational practices are aligned with targets defined by one or more SDGs with a focus on environmental themes, by applying an impact approach. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ashley Keet 31/01/2023 | ||
Anna Vaananen 01/01/2024 | ||
Click here to see others | ||
Inception Date 14/12/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - ACT Clean Economy F Capitalisation EUR (Hedged) | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 4.21 |
ASML Holding NV | Technology | 3.72 |
Eaton Corp PLC | Industrials | 3.56 |
Applied Materials Inc | Technology | 3.53 |
Linde PLC | Basic Materials | 3.49 |
Increase Decrease New since last portfolio | ||
AXA World Funds - ACT Clean Economy F Capitalisation EUR (Hedged) |