AXA Framlington Global Sustainable Managed Fund - Z Income
Fund
ISIN GB00B7MQY793 / Valor 18906304
NAV (2025-01-20)
GBP 2.12+0.91%
AXA Framlington Global Sustainable Managed Fund - Z Income
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General Objective
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more by investing in shares of listed companies that are believed to provide above-average returns.
Fund Exposure
The Fund typically invests between 60-85% in shares of companies of any size and based anywhere in the world, including emerging markets. The remaining portion is mainly invested in bonds issued by developed market governments. The fund manager focuses on companies with leading or improving environmental, social, and governance (ESG) practices, with a majority of equity investments in companies demonstrating leadership on sustainability issues.
Risks
Risks associated with this Fund include fluctuations in the value of equity markets, as well as risks related to ESG factors. The fund manager actively engages with companies in transition to improve their ESG practices, but may disinvest if an investment no longer meets the criteria set out in the investment policy. Additionally, the Fund may use derivatives for Efficient Portfolio Management and other investment techniques permitted by applicable regulations.