AXA World Funds - Sustainable Equity QI A Capitalisation USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 11.0 | 8.0 | |
+/-Cat | - | - | - | -1.8 | -0.1 | |
+/-B’mrk | - | - | - | -4.3 | -1.2 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 29/04/2024 | USD 117.97 | |
Day Change | -0.40% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU2132469920 | |
Fund Size (Mil) 29/04/2024 | USD 1872.97 | |
Share Class Size (Mil) 29/04/2024 | USD 0.02 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 30/06/2023 | 0.66% |
Morningstar Research |
Analyst Report | 13/04/2023 Shamir Popat, Senior Analyst Morningstar, Inc |
AXA IM Sustainable Equity continues to prove itself as a best-in-class systematic global equities strategy through its skilled and experienced team running a highly rated and differentiated process that has delivered consistent outperformance... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: AXA World Funds - Sustainable Equity QI A Capitalisation USD |
To seek to achieve a long-term return above that of the MSCI World Total Return Net Index (the “Benchmark”), with lower volatility, and to apply an ESG approach. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Gideon Smith 25/07/2013 | ||
Cameron Gray 25/07/2013 | ||
Click here to see others | ||
Inception Date 05/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Sustainable Equity QI A Capitalisation USD | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.56 |
Apple Inc | Technology | 4.39 |
Alphabet Inc Class A | Communication Services | 2.23 |
NVIDIA Corp | Technology | 1.57 |
Amazon.com Inc | Consumer Cyclical | 1.48 |
Increase Decrease New since last portfolio | ||
AXA World Funds - Sustainable Equity QI A Capitalisation USD |