AXA World Funds Sustainable Equity QI I Capitalisation CHF header image

AXA World Funds Sustainable Equity QI I Capitalisation CHF

Fund

ISIN LU2052187858 / Valor 49968851

NAV (2024-12-23)
CHF 154.38+0.98%

AXA World Funds Sustainable Equity QI I Capitalisation CHF
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General Objective

The general objective of this fund is to achieve long-term capital growth through investments in a diversified portfolio of global equities.

Fund Exposure

The fund is exposed to a variety of sectors, with a significant overweight in Information Technology, Financials, and Industrials. Geographically, the fund has active exposure to countries such as Canada, Japan, and Germany. The fund also focuses on companies with strong ESG ratings and low CO2 intensity.

Risks

The fund is actively managed, which means there may be significant deviations in both constitution and performance compared to the benchmark. Additionally, there is a level of volatility associated with the fund, as well as relative risk/tracking error and information ratio metrics to consider.

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Source

https://funds.axa-im.com/en/fund/axa-wf-sustainable-equity-qi-a-h-capitalisation-eur/

Tags:
equities esg msci world

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OTHER SHARE CLASSES OF THIS FUND

AXA World Funds - Sustainable Equity QI I Capitalisation EUR
AXA World Funds - Sustainable Equity QI I Capitalisation EUR AXA World Funds - Sustainable Equity QI I Capitalisation EUR Valor: 21622546
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Annual Return

-50%0%+50%

Risk level

110
0.43%EUR 380.56
AXA World Funds Sustainable Equity QI A Capitalisation EUR
AXA World Funds Sustainable Equity QI A Capitalisation EUR AXA World Funds Sustainable Equity QI A Capitalisation EUR Valor: 40510284
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Annual Return

-50%0%+50%

Risk level

110
0.43%EUR 226.08
AXA World Funds - Sustainable Equity QI A Capitalisation EUR (H)
AXA World Funds - Sustainable Equity QI A Capitalisation EUR (H) AXA World Funds - Sustainable Equity QI A Capitalisation EUR (H) Valor: 34782000
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Annual Return

-50%0%+50%

Risk level

110
0.35%EUR 162.21
AXA World Funds - Sustainable Equity QI A Distribution EUR
AXA World Funds - Sustainable Equity QI A Distribution EUR AXA World Funds - Sustainable Equity QI A Distribution EUR Valor: 40510293
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Annual Return

-50%0%+50%

Risk level

110
0.43%EUR 211.63
AXA World Funds - Sustainable Equity QI F Capitalisation EUR
AXA World Funds - Sustainable Equity QI F Capitalisation EUR AXA World Funds - Sustainable Equity QI F Capitalisation EUR Valor: 40510299
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Annual Return

-50%0%+50%

Risk level

110
0.43%EUR 229.22
AXA World Funds Sustainable Equity QI M Capitalisation EUR
AXA World Funds Sustainable Equity QI M Capitalisation EUR AXA World Funds Sustainable Equity QI M Capitalisation EUR Valor: 51398657
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Annual Return

-50%0%+50%

Risk level

110
0.44%EUR 169.44
AXA World Funds - Sustainable Equity QI F Capitalisation USD
AXA World Funds - Sustainable Equity QI F Capitalisation USD AXA World Funds - Sustainable Equity QI F Capitalisation USD Valor: 53120080
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Annual Return

-50%0%+50%

Risk level

110
0.36%USD 205.10
AXA World Funds - Sustainable Equity QI I Capitalisation EUR (Hedged)
AXA World Funds - Sustainable Equity QI I Capitalisation EUR (Hedged) AXA World Funds - Sustainable Equity QI I Capitalisation EUR (Hedged) Valor: 21622552
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Annual Return

-50%0%+50%

Risk level

110
0.35%EUR 201.74
AXA World Funds - Sustainable Equity QI I Capitalisation USD
AXA World Funds - Sustainable Equity QI I Capitalisation USD AXA World Funds - Sustainable Equity QI I Capitalisation USD Valor: 21622544
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Annual Return

-50%0%+50%

Risk level

110
0.36%USD 298.69
AXA World Funds - Sustainable Equity QI I Capitalisation GBP
AXA World Funds - Sustainable Equity QI I Capitalisation GBP AXA World Funds - Sustainable Equity QI I Capitalisation GBP Valor: 21622562
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Annual Return

-50%0%+50%

Risk level

110
0.54%GBP 327.39