AXA World Funds - Global Optimal Income ZF Capitalisation EURRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 0.4 | -12.8 | 4.5 | 5.2 | |
+/-Cat | - | -2.5 | -5.6 | -1.3 | 2.3 | |
+/-B’mrk | - | -4.2 | -5.5 | -3.9 | 1.9 | |
Category: EUR Flexible Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 17/04/2024 | EUR 122.10 | |
Day Change | -0.58% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
ISIN | LU1794079902 | |
Fund Size (Mil) 25/04/2024 | EUR 654.53 | |
Share Class Size (Mil) 17/04/2024 | EUR 0.02 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 28/02/2023 | 0.80% |
Investment Objective: AXA World Funds - Global Optimal Income ZF Capitalisation EUR |
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 19/03/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global Optimal Income ZF Capitalisation EUR | 29/02/2024 |
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