AXA UK Sustainable Equity

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AXA UK Sustainable Equity Fund - Z Income

Category UK Flex-Cap Equity
Sustainability Improvers

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

157.30p

arrow-down-0.70p (-0.44%)

Fund Code

FMURI

B55S4R8

GB00B55S4R83

Prices updated as at 09 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.

Annual performance (%)

YearThis fundUK Flex-Cap Equity
31 Mar 14 - 31 Mar 155.814.47
31 Mar 15 - 31 Mar 16-3.39-1.10
31 Mar 16 - 31 Mar 1716.6518.02
31 Mar 17 - 31 Mar 18-2.334.50
31 Mar 18 - 31 Mar 196.281.42
31 Mar 19 - 31 Mar 20-6.86-19.88
31 Mar 20 - 31 Mar 2128.6841.62
31 Mar 21 - 31 Mar 220.732.16
31 Mar 22 - 31 Mar 23-9.23-0.20
31 Mar 23 - 31 Mar 243.977.83
31 Mar 24 - 31 Mar 25-0.474.28

Trailing returns (%)

YearThis fundUK Flex-Cap Equity
1 Day-0.44-0.16
1 Month13.5713.73
3 Months-1.13-1.02
6 Months1.094.54
1 Year0.744.36
3 Years annualised2.157.01
5 Years annualised2.859.23
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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