AXA World Funds II - US Equities I Distribution USD header image

AXA World Funds II - US Equities I Distribution USD

Fund

ISIN LU0147735095 / Valor 1443352

NAV (2025-02-14)
USD 37.01-0.04%

AXA World Funds II - US Equities I Distribution USD
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to achieve long-term capital appreciation by investing in undervalued equity securities primarily traded on Regulated Markets of North America, with a focus on companies domiciled in the United States.

Fund Exposure

The fund is predominantly exposed to equities and related instruments issued by US companies, with at least two-thirds of its total assets allocated to this sector. Additionally, the fund may invest up to 15% of its assets in equities issued by companies outside of the United States. The remaining portion of the assets may be invested in money market instruments, convertibles, and straight bonds.

Risks

Investors should be aware that the fund's investment strategy involves risks associated with equity market fluctuations, currency exchange rate movements, and potential exposure to derivatives. Additionally, the fund's focus on undervalued securities may result in higher volatility and potential losses. Investors should carefully consider their investment horizon and risk tolerance before investing in this fund.

Content summarized by AI chatbot
Source

https://funds.axa-im.com/en/fund/axa-wfii-us-responsible-equities-a-capitalisation-usd/

Tags:
s&p 500 north america undervalued equities

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

AXA World Funds II - US Equities I Capitalisation USD
AXA World Funds II - US Equities I Capitalisation USD AXA World Funds II - US Equities I Capitalisation USD Valor: 1773238
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%USD 36.98
AXA World Funds II - US Equities A Capitalisation USD
AXA World Funds II - US Equities A Capitalisation USD AXA World Funds II - US Equities A Capitalisation USD Valor: 1773236
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%USD 36.66
AXA World Funds II - US Equities A Distribution USD
AXA World Funds II - US Equities A Distribution USD AXA World Funds II - US Equities A Distribution USD Valor: 268038
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%USD 36.65