AXA Global Sustainable Managed Fund - R Accumulation

Category GBP Allocation 60-80% Equity

Last buy/sell price

582.20p

arrow-up3.20p (+0.55%)

Fund Code

0350965

GB0003509659

Prices updated as at 12 Dec 2025

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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Sep 14 - 30 Sep 15	-0.19	0.07
30 Sep 15 - 30 Sep 16	16.37	15.70
30 Sep 16 - 30 Sep 17	8.35	9.07
30 Sep 17 - 30 Sep 18	5.66	5.10
30 Sep 18 - 30 Sep 19	6.46	3.86
30 Sep 19 - 30 Sep 20	3.89	-0.10
30 Sep 20 - 30 Sep 21	14.83	16.49
30 Sep 21 - 30 Sep 22	-16.73	-10.24
30 Sep 22 - 30 Sep 23	7.48	5.13
30 Sep 23 - 30 Sep 24	16.54	14.19
30 Sep 24 - 30 Sep 25	5.08	8.96

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.55	0.38
1 Month	-2.18	-0.70
3 Months	3.04	3.90
6 Months	6.38	8.82
1 Year	4.26	9.43
3 Years annualised	8.91	9.31
5 Years annualised	3.96	5.91

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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