AXA WF People & Planet Equity E Capitalisation EUR/  LU0266013639  /

Fonds
NAV22/01/2025 Chg.+2.8200 Type de rendement Focus sur l'investissement Société de fonds
340.6100EUR +0.83% reinvestment Equity Worldwide AXA IM Paris 

Stratégie d'investissement

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).
 

Objectif d'investissement

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.
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Région de placement: Worldwide
Branche: Sector Health / Pharma
Benchmark: MSCI AC World Total Return Net Index
Début de l'exercice: 01/01
Dernière distribution: -
Banque dépositaire: State Street Bank International GmbH (Luxembourg Branch)
Domicile: Luxembourg
Permission de distribution: Austria, Germany, Switzerland, Czech Republic
Gestionnaire du fonds: Gregg Bridger, Anna Vaananen
Actif net: 111.26 Mio.  USD
Date de lancement: 12/01/2007
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.00%
Frais d'administration max.: 1.75%
Investissement minimum: 0.00 EUR
Deposit fees: -
Frais de rachat: 0.00%
Prospectus simplifié: Télécharger (Version imprimée)
 

Société de fonds

Société de fonds: AXA IM Paris
Adresse: 6 Place de la Pyramide, 92800, Puteaux
Pays: France
Internet: www.axa-im.com/france
 

Actifs

Stocks
 
98.22%
Cash
 
1.78%

Pays

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%

Branches

Healthcare
 
47.08%
Consumer goods
 
29.53%
Finance
 
20.38%
Cash
 
1.78%
IT/Telecommunication
 
1.23%