AXA World Funds Framlington Clean Economy I Dis USD

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
AXA World Funds Framlington Clean Economy I Dis USD
Fund---41.59.4
+/-Cat---12.6-3.9
+/-B’mrk---29.2-7.8
 
Key Stats
NAV
17/09/2021
 USD 172.33
Day Change -0.57%
Morningstar Category™ Sector Equity Ecology
ISIN LU2027368237
Fund Size (Mil)
17/09/2021
 USD 460.44
Share Class Size (Mil)
17/09/2021
 USD 15.34
Max Initial Charge -
Ongoing Charge
16/09/2021
  0.79%
Investment Objective: AXA World Funds Framlington Clean Economy I Dis USD
To seek long-term growth of your investment, in USD, from an actively managed listed equity and equity-related securities portfolio.
Returns
Trailing Returns (GBP)17/09/2021
YTD7.02
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.26
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Amanda O'Toole
14/12/2018
Mark Hargraves
14/12/2018
Inception Date
31/07/2019
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMSCI World NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  AXA World Funds Framlington Clean Economy I Dis USD31/07/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.870.0098.87
Bond0.000.000.00
Property0.000.000.00
Cash102.45101.321.13
Other0.000.000.00
Top 5 Regions%
United States51.38
Eurozone26.49
United Kingdom9.12
Europe - ex Euro4.95
Asia - Developed4.25
Top 5 Sectors%
Industrials38.57
Technology19.29
Basic Materials11.50
Consumer Cyclical9.61
Utilities6.98
Top 5 HoldingsSector%
Ameresco Inc Class AIndustrialsIndustrials3.90
NextEra Energy IncUtilitiesUtilities3.24
TE Connectivity LtdTechnologyTechnology2.97
Aptiv PLCConsumer CyclicalConsumer Cyclical2.91
Taiwan Semiconductor Manufacturi... TechnologyTechnology2.86
AXA World Funds Framlington Clean Economy I Dis USD

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