AXA UK Sustainable Equity Fund - R Accumulation

Category UK Flex-Cap Equity
Sustainability Improvers


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Last buy/sell price

338.70p

arrow-up3.00p (+0.89%)

Fund Code

0350987

GB0003509873

Prices updated as at 02 May 2025
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Prices in GBX

Investment objective
The aim of this Fund is to: (i) provide long-term capital growth over a period of 5 years or more. (ii) contribute to the global transition to net zero by investing in shares in companies which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050. The Fund invests at least 70% of its Net Asset Value in shares of companies domiciled, incorporated or having significant business in the UK which the Manager believes will provide above-average returns, relative to their industry peers; and at least 70% of its Gross Asset Value in companies which are categorised by the Manager as either Committed to Align, Aligning or Aligned to a net zero carbon economy.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnLow
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



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