AXA UK Sustainable Equity Fund - Z Income
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
155.00p
-0.50p (-0.32%)
Fund Code
FMURI
B55S4R8
GB00B55S4R83
Prices updated as at 29 May 2025
|
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.
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 | UK Flex-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 5.81 | 4.47 |
| 31 Mar 15 - 31 Mar 16 | -3.39 | -1.10 |
| 31 Mar 16 - 31 Mar 17 | 16.65 | 18.02 |
| 31 Mar 17 - 31 Mar 18 | -2.33 | 4.50 |
| 31 Mar 18 - 31 Mar 19 | 6.28 | 1.42 |
| 31 Mar 19 - 31 Mar 20 | -6.86 | -19.88 |
| 31 Mar 20 - 31 Mar 21 | 28.68 | 41.62 |
| 31 Mar 21 - 31 Mar 22 | 0.73 | 2.16 |
| 31 Mar 22 - 31 Mar 23 | -9.23 | -0.20 |
| 31 Mar 23 - 31 Mar 24 | 3.97 | 7.83 |
| 31 Mar 24 - 31 Mar 25 | -0.47 | 4.28 |
Trailing returns (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 1 Day | -0.32 | -0.20 |
| 1 Month | 4.43 | 5.78 |
| 3 Months | 0.71 | 2.12 |
| 6 Months | 0.19 | 4.34 |
| 1 Year | -0.06 | 6.25 |
| 3 Years annualised | 0.39 | 6.08 |
| 5 Years annualised | 2.14 | 8.41 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
