AXA Distribution Investment ICVC - AXA Global Distribution Fund R Accumulation
Category GBP Allocation 40-60% Equity
Last buy/sell price
339.90p
-0.20p (-0.06%)
Fund Code
0830928
GB0008309287
Prices updated as at 21 Feb 2025
|
Prices in GBX
Investment objective
The aim of this Fund is to achieve income and long-term capital growth over a period of five years or more. The Fund invests in shares of listed companies worldwide and index-linked bonds issued by developed market governments. The Fund’s typical asset mix ranges between 50- 60% of its Net Asset Value invested in shares, with the remaining 40-50% being invested mostly in index-linked bonds and cash.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
AXA Investment Managers UK Ltd
Fund launch date
30 Aug 1999
Domicile
United Kingdom
UCITS
Yes
Lead manager
David Shaw
Lead manager start date
06 Jul 2021
Lead fund manager biography
Prior to joining AXA IM, David was a Senior Portfolio Manager at Aerion Fund Management, where he spent 13 years co-managing a $1.5bn North American equity portfolio. Preceding that he spent 10 years as a UK fund manager and analyst, at Aerion Fund Management, NPI Asset Management and Natwest Investment Management. David holds a Bachelor's degree in Electronic Engineering from City University, London. He is a member of CFA UK (ASIP) and has completed the London Business School Investment Management Programme.
Fund manager
Jamie Forbes-Wilson
Manager start date
01 Apr 2020
Fund manager biography
Head office
22 Bishopsgate
London
United Kingdom
EC2N 4BQ
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