AXA People & Planet Equity

Select share classes

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

arrow-up£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.

Portfolio as of 31/03/2025

Asset allocation

Created with Highcharts 7.2.298.92% Stocks- Bonds1.08% Cash- Other0% Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.21.171.171.631.631.931.931.931.933.523.525.055.0515.2115.2169.5569.55CanadaLatin AmericaEurope - ex EuroAsia - DevelopedJapanUnited KingdomEurozoneUnited States

Market classification (%)

Created with Highcharts 7.2.21.631.6398.3798.37EmergingDeveloped

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

26.20
22.46

4.23

4.23
3.52

4.72

4.72
4.62

18.91

18.91
15.46

Growth rate

AXA People & Planet Equity Fund S Income
Global Large-Cap Growth Equity

11.77%

11.77%
9.56%

1.31%

1.31%
1.27%

12.53%

12.53%
13.51%

Top 10 holdings

Security nameSectorCountry% of assets
1Microsoft Corp-United States3.57
2SAP SE-Germany3.39
3Republic Services Inc-United States3.27
4Eli Lilly and Co-United States3.15
5NVIDIA Corp-United States3.11
6Linde PLC-United States2.98
7Xylem Inc-United States2.92
8Thermo Fisher Scientific Inc-United States2.91
9Autodesk Inc-United States2.87
10Schneider Electric SE-France2.84
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

7.07%
-

Con cyclical

1.63%
-

Financial svs

7.80%
-

Real estate

1.75%
-

56.37%

Comm services

-
-

Energy

-
-

Industrials

20.46%
-

Technology

35.91%
-

25.38%

Con defensive

1.99%
-

Healthcare

16.40%
-

Utilities

6.99%
-


Important Information

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