AXA World Funds - Europe Small Cap A Capitalisation EURRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.1 | 11.8 | -28.3 | 5.0 | -1.3 | |
+/-Cat | -5.7 | -0.9 | -7.6 | -1.7 | -3.2 | |
+/-B’mrk | 0.1 | - | -9.7 | -8.0 | -4.5 | |
Category: Europe Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Dev Eur SMID TM... |
Key Stats | ||
NAV 18/04/2024 | EUR 161.29 | |
Day Change | 0.66% | |
Morningstar Category™ | Europe Mid-Cap Equity | |
ISIN | LU0125741180 | |
Fund Size (Mil) 18/04/2024 | EUR 259.12 | |
Share Class Size (Mil) 18/04/2024 | EUR 27.71 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 28/02/2023 | 2.04% |
Morningstar Research |
Analyst Report | 17/04/2024 Mathieu Caquineau, Director Morningstar, Inc |
The departure of AXA Europe Small Cap's lead manager in 2022 was a big loss for investors, and it will take time to build back the strategy's appeal. It earns Morningstar Analyst Ratings of Neutral across its share classes. Caroline Moleux and... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: AXA World Funds - Europe Small Cap A Capitalisation EUR |
To seek both long-term growth of your investment, in EUR, from an actively managed listed equity, equity-related securities and derivatives portfolio, and to apply an ESG approach. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Françoise Cespedes 17/03/2022 | ||
Caroline Moleux 17/03/2022 | ||
Inception Date 09/03/2001 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
STOXX Europe Small 200 NR EUR | Morningstar Dev Eur SMID TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Europe Small Cap A Capitalisation EUR | 31/03/2024 |
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Top 5 Holdings | Sector | % |
SPIE SA | Industrials | 3.50 |
Arcadis NV | Industrials | 2.96 |
ASR Nederland NV | Financial Services | 2.68 |
CTS Eventim AG & Co. KGaA | Communication Services | 2.62 |
Axfood AB | Consumer Defensive | 2.51 |
Increase Decrease New since last portfolio | ||
AXA World Funds - Europe Small Cap A Capitalisation EUR |