AXA WF People & Planet Equity E Capitalisation EUR
LU0266013639
AXA WF People & Planet Equity E Capitalisation EUR/ LU0266013639 /
NAV22/01/2025 |
Diferencia+2.8200 |
Tipo de beneficio |
Enfoque de la inversión |
Sociedad de fondos |
340.6100EUR |
+0.83% |
reinvestment |
Equity
Worldwide
|
AXA IM Paris ▶ |
Estrategia de inversión
The Sub-Fund seeks to achieve both long-term capital growth measured in USD by investing in equities and equity-related instruments and to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose business models and/or operational practices are aligned with targets defined by one or more SDGs, and by applying an impact approach.
The Sub-Fund is actively managed and references MSCI AC World Total Return Net (the "Benchmark") for comparative purposes only. The Investment Manager has full discretion over the composition of the portfolio of the Sub-Fund and can take exposure to companies, countries or sectors not included in the Benchmark. There are no restrictions on the extent to which the Sub-Fund's portfolio and performance may deviate from the ones of the Benchmark. The Sub-Fund invests in equities of large, medium and small sized companies in developed and emerging markets. Specifically, the Sub-Fund invests at least two thirds of its total assets in equities and equity-related instruments issued by listed companies that demonstrate a strategic commitment to making products, supplying services and/or introducing and maintaining operational behaviour which provides innovative, impactful and commercial solutions to multiple environmental and/or social challenges (e.g. energy transition, protection of biodiversity, social progress).
Objetivo de inversión
The Sub-Fund seeks to achieve both long-term capital growth measured in USD by investing in equities and equity-related instruments and to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose business models and/or operational practices are aligned with targets defined by one or more SDGs, and by applying an impact approach.
Datos maestros
Tipo de beneficio: |
reinvestment |
Categoría de fondos: |
Equity |
Región: |
Worldwide |
Sucursal: |
Sector Health / Pharma |
Punto de referencia: |
MSCI AC World Total Return Net Index |
Inicio del año fiscal: |
01/01 |
Última distribución: |
- |
Banco depositario: |
State Street Bank International GmbH (Luxembourg Branch) |
País de origen: |
Luxembourg |
Permiso de distribución: |
Austria, Germany, Switzerland, Czech Republic |
Gestor de fondo: |
Gregg Bridger, Anna Vaananen |
Volumen de fondo: |
111.26 millones
USD
|
Fecha de fundación: |
12/01/2007 |
Enfoque de la inversión: |
- |
Condiciones
Recargo de emisión: |
0.00% |
Max. Comisión de administración: |
1.75% |
Inversión mínima: |
0.00 EUR |
Deposit fees: |
- |
Cargo por amortización: |
0.00% |
Prospecto simplificado: |
Descargar (Versión para imprimir) |
Sociedad de fondos
Fondos de empresa: |
AXA IM Paris |
Dirección: |
6 Place de la Pyramide, 92800, Puteaux |
País: |
France |
Internet: |
www.axa-im.com/france
|
Países
United States of America |
|
63.36% |
France |
|
10.02% |
Switzerland |
|
8.92% |
United Kingdom |
|
3.91% |
Liberia |
|
3.22% |
Germany |
|
2.68% |
Sweden |
|
2.40% |
Denmark |
|
2.24% |
Cash |
|
1.78% |
Japan |
|
1.47% |
Sucursales
Healthcare |
|
47.08% |
Consumer goods |
|
29.53% |
Finance |
|
20.38% |
Cash |
|
1.78% |
IT/Telecommunication |
|
1.23% |