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

Fonds
NAV1/22/2025 Chg.+2.8200 Type of yield Investment Focus Investment company
340.6100EUR +0.83% 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, Czech Republic
Fund manager: Gregg Bridger, Anna Vaananen
Fund volume: 111.26 mill.  USD
Launch date: 1/12/2007
Investment focus: -

Conditions

Issue surcharge: 0.00%
Max. Administration Fee: 1.75%
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
 

Assets

Stocks
 
98.22%
Cash
 
1.78%

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%