AXA UK Sustainable Equity Fund - Z Income

Category UK Flex-Cap Equity


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

157.00p

arrow-down-0.20p (-0.13%)

Fund Code

FMURI

B55S4R8

GB00B55S4R83

Prices updated as at 24 Jan 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 and at least 80% of its Net Asset Value in shares in large and medium-sized companies.

Annual charges

Product charges
0.84
0.10
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 08 Jan 2025pdf
Annual Reports 15 May 2024pdf
Annual Short Report 15 May 2024pdf
Key Information Document / Technical Guide 19 Feb 2024pdf
Interim Short Report 15 Nov 2023pdf
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