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

249.30p

arrow-down-0.50p (-0.20%)

Fund Code

FMMAA

B7MMHK1

GB00B7MMHK16

Prices updated as at 19 Feb 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.

Fund statusOpen
Fund typeUnit Trust
Fund managerJamie Forbes-Wilson, David Shaw
251
222.1
Fund comparative indexIA Mixed Invest 40 - 85% Shares
Mixed Investment 40-85% Shares
-
0.68
0.08
0.00
GBP Allocation 60-80% Equity
No
Fund providerAXA Investment Managers UK Ltd
Share class launch date16 Apr 2012
£899.33m
-
1.18
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


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