AXA World Funds - Global Small Cap Equity QI A Capitalisation EUR (Hedged)
ISIN LU0868490466 / Valor 20323933
AXA World Funds - Global Small Cap Equity QI A Capitalisation EUR (Hedged)
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General Objective
The general objective of this fund is to achieve long-term capital growth through active management with expected deviations in constitution and performance compared to the benchmark, which is likely to be significant.
Fund Exposure
This fund is primarily exposed to equity investments, with a focus on small-cap companies globally. The sector breakdown includes a significant allocation to Information Technology, Industrials, and Health Care. Geographically, the fund has exposure to various countries including the United Kingdom, Japan, and Italy.
Risks
The risks associated with this fund include volatility in performance, relative risk/tracking error, and negative Sharpe ratios over certain time periods. Additionally, the fund's active share percentage indicates a higher level of risk compared to the benchmark.
Source
https://funds.axa-im.ch/en/professional/fund/axa-wf-next-generation-a-capitalisation-usd/
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