AXA Global Sustainable Managed Fund - R IncomeRegister to Unlock Ratings |
Performance History | 31/03/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.3 | -15.9 | 11.9 | 9.0 | -4.2 |
![]() | +/-Cat | -1.9 | -5.8 | 3.5 | 0.0 | -2.9 |
![]() | +/-B’mrk | -3.0 | -8.6 | 1.2 | -2.2 | -3.6 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 25/04/2025 | GBX 329.40 | |
Day Change | 1.20% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB0003509543 | |
Fund Size (Mil) 25/04/2025 | GBP 801.10 | |
Share Class Size (Mil) 25/04/2025 | GBP 1.58 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2025 | 1.31% |
Investment Objective: AXA Global Sustainable Managed Fund - R Income |
The aim of this Fund is to: (i) provide long-term capital growth over a period of 5 years or more. (ii) contribute to the global transition to net zero by investing in shares in companies which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050. The Fund invests between 70 – 85% of its Net Asset Value in shares of listed companies of any size and based anywhere in the world, which the Manager believes will provide above-average returns, relative to their industry peers and at least 70% of its Gross Asset Value in companies which are categorised by the Manager as either Committed to Align, Aligning or Aligned to a net zero carbon economy. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Jamie Forbes-Wilson 14/01/2021 | ||
David Shaw 10/11/2021 | ||
Inception Date 31/12/1992 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
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Portfolio Profile for AXA Global Sustainable Managed Fund - R Income | 31/03/2025 |
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