AXA People & Planet Equity Fund S Income
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.063
£0.014 (+1.33%)
Fund Code
FMESI
BMGMLP5
GB00BMGMLP51
Prices updated as at 20 May 2025
|
Prices in GBP
Investment objective
The aim of this Fund is to: (i) provide capital growth over the long term (being a period of five years or more); and (ii) deliver a positive and measurable impact on the environment and on society in an intentional manner. The Fund invests at least 90% of its assets in listed companies of any size based in developed or emerging economies. The Fund will invest at least 70% of its gross asset value in a diversified portfolio of companies that demonstrate, as explained further below, a strategic commitment to provide innovative, impactful and commercially viable solutions to the environmental and/or social challenges addressed by one or more of the Outcomes.
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
Portfolio as of 31/03/2025
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large growth
45.06%
% Weight
Value
Core
Growth
Large
9
27
45
Medium
0
5
12
Small
2
0
0
Valuation
AXA People & Planet Equity Fund S Income
Global Large-Cap Growth Equity
26.20
4.23
4.72
18.91
Growth rate
AXA People & Planet Equity Fund S Income
Global Large-Cap Growth Equity
11.77%
1.31%
12.53%
Top 10 holdings
Security name | Sector | Country | % of assets | |
---|---|---|---|---|
1 | Microsoft Corp | - | United States | 3.57 |
2 | SAP SE | - | Germany | 3.39 |
3 | Republic Services Inc | - | United States | 3.27 |
4 | Eli Lilly and Co | - | United States | 3.15 |
5 | NVIDIA Corp | - | United States | 3.11 |
6 | Linde PLC | - | United States | 2.98 |
7 | Xylem Inc | - | United States | 2.92 |
8 | Thermo Fisher Scientific Inc | - | United States | 2.91 |
9 | Autodesk Inc | - | United States | 2.87 |
10 | Schneider Electric SE | - | France | 2.84 |
Assets in top 10 holdings %
31.02%
Total no. of equity holdings
44.00
Total no. of bond holdings
-
Stock sectors
AXA People & Planet Equity Fund S Income
Global Large-Cap Growth Equity
18.25%
Basic materials
Con cyclical
Financial svs
Real estate
56.37%
Comm services
Energy
Industrials
Technology
25.38%
Con defensive
Healthcare
Utilities