AXA WF People & Planet Equity F Capitalisation EUR
LU0266013712
AXA WF People & Planet Equity F Capitalisation EUR/ LU0266013712 /
NAV1/22/2025 |
Chg.+3.6100 |
Type of yield |
Investment Focus |
Investment company |
434.7200EUR |
+0.84% |
reinvestment |
Equity
Worldwide
|
AXA IM Paris ▶ |
Investment strategy
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).
Investment goal
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.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Region: |
Worldwide |
Branch: |
Sector Health / Pharma |
Benchmark: |
MSCI AC World Total Return Net Index |
Business year start: |
1/1 |
Last Distribution: |
- |
Depository bank: |
State Street Bank International GmbH (Luxembourg Branch) |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland, United Kingdom, Czech Republic |
Fund manager: |
Gregg Bridger, Anna Vaananen |
Fund volume: |
111.26 mill.
USD
|
Launch date: |
1/12/2007 |
Investment focus: |
- |
Conditions
Issue surcharge: |
2.00% |
Max. Administration Fee: |
0.90% |
Minimum investment: |
0.00 EUR |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
AXA IM Paris |
Address: |
6 Place de la Pyramide, 92800, Puteaux |
Country: |
France |
Internet: |
www.axa-im.com/france
|
Countries
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% |