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AXA WF Multi Asset Inflation Plus G C EUR

Ranked 21 out of 45 in - Conservative EUR over 3 months
All calculations are in GBP unless stated

Managed by

Mathieu L'Hoir

Objective

The fund seeks to generate a performance which exceeds the rate of Eurozone inflation, in EUR from an actively managed multi asset inflation-linked portfolio. The fund will invest in any assets set forth below, including inflation-linked assets of any type from issuers in OECD or non-OECD countries (i.e.countries which are included in any recognised emerging market index). The fund will be managed with an interest rate sensitivity ranging between -4 and +4. The sensitivity is an indicator measuring the impact of a variation of 1% of the market interest rate on the value of the fund.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative EUR over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.2%
2018 1.8% -5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date26/06/2018
  • Base currencyEUR
  • ISIN LU1598029145

Purchase Info

  • Min. initial investment1Mn

Charges

  • Annual management0.20%
  • 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).