AXA Global Sustainable Managed

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AXA Global Sustainable Managed Fund - Z Accumulation

Category GBP Allocation 60-80% Equity
Sustainability Improvers


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

213.80p

arrow-down-8.10p (-3.65%)

Fund Code

FMMAA

B7MMHK1

GB00B7MMHK16

Prices updated as at 07 Apr 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: • between 70 – 85% of its Net Asset Value in shares of listed companies of any size and based anywhere in the world, 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 between 15 – 30% of its Net Asset Value in bonds issued by developed market governments and cash.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 14 - 31 Mar 159.2410.85
31 Mar 15 - 31 Mar 16-2.04-2.93
31 Mar 16 - 31 Mar 1718.5417.37
31 Mar 17 - 31 Mar 180.131.40
31 Mar 18 - 31 Mar 196.403.97
31 Mar 19 - 31 Mar 20-1.95-8.04
31 Mar 20 - 31 Mar 2124.6526.61
31 Mar 21 - 31 Mar 223.425.02
31 Mar 22 - 31 Mar 23-4.90-4.73
31 Mar 23 - 31 Mar 2412.8010.39
31 Mar 24 - 31 Mar 250.393.05

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-3.65-3.11
1 Month-10.36-7.38
3 Months-11.58-7.64
6 Months-10.99-6.58
1 Year-5.57-2.24
3 Years annualised0.351.12
5 Years annualised4.626.08
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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