AXA People & Planet Equity Fund Z Income
Category Global Large-Cap Growth Equity
Last buy/sell price
127.60p
0.10p (+0.08%)
Fund Code
B403RF0
GB00B403RF05
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 capital growth over the long term (being a period of five years or more); and (ii) deliver a positive and measurable impact on the environment and on society in an intentional manner. The Fund invests at least 90% of its assets in listed companies of any size based in developed or emerging economies. The Fund will invest at least 70% of its gross asset value in a diversified portfolio of companies that demonstrate, as explained further below, a strategic commitment to provide innovative, impactful and commercially viable solutions to the environmental and/or social challenges addressed by one or more of the Outcomes.
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
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | - | - |
31 Mar 18 - 31 Mar 19 | - | - |
31 Mar 19 - 31 Mar 20 | - | - |
31 Mar 20 - 31 Mar 21 | - | - |
31 Mar 21 - 31 Mar 22 | - | - |
31 Mar 22 - 31 Mar 23 | - | - |
31 Mar 23 - 31 Mar 24 | - | - |
31 Mar 24 - 31 Mar 25 | -3.94 | -1.74 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | 0.08 | 1.79 |
1 Month | 0.79 | 0.12 |
3 Months | -8.79 | -10.67 |
6 Months | -0.96 | -2.27 |
1 Year | 2.37 | 2.23 |
3 Years annualised | - | - |
5 Years annualised | - | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.