AXA Global Sustainable Managed Fund - R Income

Category GBP Allocation 60-80% Equity
Sustainability Improvers


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Last buy/sell price

369.30p

arrow-up2.10p (+0.57%)

Fund Code

0350954

GB0003509543

Prices updated as at 12 Dec 2025
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Prices in GBX

Investment objective
The aim of this Fund is to: (i) provide long-term capital growth over a period of 5 years or more. (ii) contribute to the global transition to net zero by investing in shares in companies which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050. The Fund invests between 70 – 85% of its Net Asset Value in shares of listed companies of any size and based anywhere in the world, which the Manager believes will provide above-average returns, relative to their industry peers and at least 70% of its Gross Asset Value in companies which are categorised by the Manager as either Committed to Align, Aligning or Aligned to a net zero carbon economy.

Company name
AXA Investment Managers UK Ltd
Fund launch date
31 Dec 1992
Domicile
United Kingdom
UCITS
Yes
Lead manager
Jamie Forbes-Wilson
Lead manager start date
14 Jan 2021
Lead fund manager biography
Fund manager
David Shaw
Manager start date
10 Nov 2021
Fund manager biography
Prior to joining AXA IM, David was a Senior Portfolio Manager at Aerion Fund Management, where he spent 13 years co-managing a $1.5bn North American equity portfolio. Preceding that he spent 10 years as a UK fund manager and analyst, at Aerion Fund Management, NPI Asset Management and Natwest Investment Management. David holds a Bachelor's degree in Electronic Engineering from City University, London. He is a member of CFA UK (ASIP) and has completed the London Business School Investment Management Programme.
Head office
22 Bishopsgate
London
United Kingdom
EC2N 4BQ
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