AXA World Funds - Global Factors - Sustainable Equity F Capitalisation USDRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31-12-2022 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
![]() | Fonds | - | - | - | 33,0 | -10,0 |
![]() | +/-Cat | - | - | - | 7,1 | 4,2 |
![]() | +/-Idx | - | - | - | 5,4 | 3,0 |
Categorie: Aandelen Wereldwijd Large-Cap Gemengd | ||||||
Categorie Benchmark: MSCI ACWI NR USD |
Kerngegevens | ||
Koers 27-01-2023 | USD 155,94 | |
Rendement 1 Dag | 0,23% | |
Morningstar Categorie™ | Aandelen Wereldwijd Large-Cap Gemengd | |
Vestigingsland | Luxemburg | |
ISIN | LU2132470183 | |
Grootte Fonds (Mil) 27-01-2023 | USD 1755,87 | |
Grootte Fondsklasse (Mil) 27-01-2023 | USD 0,44 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 11-07-2022 | 0,46% |
Morningstar Research |
Analyst Report |
AXA World Funds – Global Factors – Sustainable Equity combines a systematic low-volatility, high-quality skew with environmental, social, and governance-related characteristics and a focus on reducing downside risks. Combined with our favorable... |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | Above Average |
Fondshuis | Average |
Proces | Above Average |
Rendement | |
Kosten |
Beleggingsdoelstelling: AXA World Funds - Global Factors - Sustainable Equity F Capitalisation USD |
To seek to achieve long-term growth above that of the MSCI World Total Return Net Index (the “Benchmark”), with lower volatility and a sustainable investment objective that seeks significantly improved ESG metrics and low er carbon intensity than the Benchmark, by using a socially responsible investment approach. |
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Management | ||
Naam manager Aanvangsdatum | ||
Not Disclosed 01-01-2022 | ||
Oprichtingsdatum 01-04-2020 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI World NR USD | MSCI ACWI NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? AXA World Funds - Global Factors - Sustainable Equity F Capitalisation USD | 30-11-2022 |
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Top 5 posities | Sector | % |
![]() | ![]() | 4,32 |
![]() | ![]() | 3,28 |
![]() | ![]() | 1,75 |
![]() | ![]() | 1,44 |
![]() | ![]() | 1,21 |
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AXA World Funds - Global Factors - Sustainable Equity F Capitalisation USD |