AXA World Funds - Defensive Optimal Income F Capitalisation EUR header image

AXA World Funds - Defensive Optimal Income F Capitalisation EUR

Fund

ISIN LU0094159554 / Valor 99697

NAV (2025-11-21)
EUR 84.37-0.40%

AXA World Funds - Defensive Optimal Income F Capitalisation EUR
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AXAWF Defensive Optimal Income is a multi-asset fund designed to generate steady income while minimizing risk. The portfolio is actively managed and diversified across various asset classes, including equities and fixed income, to create a balanced and resilient investment strategy. The fund emphasizes high environmental, social, and governance (ESG) standards, ensuring that the investments align with sustainable and responsible practices. Managed by Qian Liu and Laurent Clavel, the fund aims to provide stable returns through a defensive approach, making it suitable for investors seeking income with reduced volatility.

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Tags:
capital growth defensive approach

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OTHER SHARE CLASSES OF THIS FUND

AXA World Funds - Defensive Optimal Income E Capitalisation EUR
AXA World Funds - Defensive Optimal Income E Capitalisation EUR AXA World Funds - Defensive Optimal Income E Capitalisation EUR Valor: 1517747
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Annual Return

-50%0%+50%

Risk level

110
-0.42%EUR 64.51
AXA World Funds - Defensive Optimal Income A Capitalisation EUR
AXA World Funds - Defensive Optimal Income A Capitalisation EUR AXA World Funds - Defensive Optimal Income A Capitalisation EUR Valor: 99693
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.42%EUR 71.97
AXA World Funds - Defensive Optimal Income I Capitalisation EUR
AXA World Funds - Defensive Optimal Income I Capitalisation EUR AXA World Funds - Defensive Optimal Income I Capitalisation EUR Valor: 2743213
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Annual Return

-50%0%+50%

Risk level

110
-0.40%EUR 114.34
AXA World Funds - Defensive Optimal Income A Distribution gr EUR
AXA World Funds - Defensive Optimal Income A Distribution gr EUR AXA World Funds - Defensive Optimal Income A Distribution gr EUR Valor: 996970
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Annual Return

-50%0%+50%

Risk level

110
-0.40%EUR 47.31