AXA People & Planet Equity Fund Z Income

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

136.30p

arrow-up1.10p (+0.81%)

Fund Code

FMPZI

B403RF0

GB00B403RF05

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The aim of this Fund is to: (i) provide capital growth over the long term (being a period of five years or more); and (ii) deliver a positive and measurable impact on the environment and on society in an intentional manner. The Fund invests at least 90% of its assets in listed companies of any size based in developed or emerging economies. The Fund will invest at least 70% of its gross asset value in a diversified portfolio of companies that demonstrate, as explained further below, a strategic commitment to provide innovative, impactful and commercially viable solutions to the environmental and/or social challenges addressed by one or more of the Outcomes.

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	Global Large-Cap Growth Equity
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	-	-
30 Sep 19 - 30 Sep 20	-	-
30 Sep 20 - 30 Sep 21	-	-
30 Sep 21 - 30 Sep 22	-	-
30 Sep 22 - 30 Sep 23	-	-
30 Sep 23 - 30 Sep 24	13.03	17.63
30 Sep 24 - 30 Sep 25	6.05	11.44

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	0.81	0.53
1 Month	-3.42	-1.99
3 Months	0.27	3.19
6 Months	2.07	8.64
1 Year	0.72	4.57
3 Years annualised	-	-
5 Years annualised	-	-

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.