AXA WF Global Factors Sustainable Equity IC USD

Ranked 63 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Gideon Smith

Objective

The Sub-Fund seeks to provide long-term capital appreciation, measured in USD, by investing in global equity securities. The Sub-Fund will seek to capture the equity premium offered by this market in an economical manner by investing in a diversified portfolio of equity and equity related instruments issued by all capitalization companies worldwide excluding emerging markets. The portfolio construction will focus on fundamental drivers of risk and returns assessed through the use of a proprietary quantitative process.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 0.9% -5.1% 7.8% 7.1% -8.0%
2017 11.3% 5.0% 0.7% 1.2% 4.0%
2016 26.8% 4.8% 10.0% 4.8% 5.0%
2015 7.5% 7.0% -6.3% -1.1% 8.5%
2014 13.9% 0.3% 2.2% 3.8% 7.1%
2013 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Iceland
  6. Italy
  7. Korea
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. United Kingdom

Fund Info

  • Launch date25/07/2013
  • Share Class size217Mn
  • Base currencyUSD
  • ISIN LU0943665264

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment1Mn

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).