AXA Ethical Distribution Fund

Select share classes

AXA Distribution Investment ICVC - AXA Ethical Distribution Fund Z Accumulation

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

178.60p

arrow-up0.10p (+0.06%)

Fund Code

AXEDA

0540926

GB0005409262

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The aim of this Fund is to achieve income with some prospects for capital growth over a period of five years or more. The Fund invests in shares of UK listed companies, in accordance with its ethical screening criteria, whose products, services or method of operation do not involve, conduct or carry out: testing on animals or use of animal tested product; gambling; violations of human rights; intensive farming; significant sales to the international military; unacceptable levels of water pollution; the use of unsustainable timber; or activities deemed detrimental to developing economies, or which do not derive a significant proportion of their annual turnover from fossil fuels, energy intensive industries, mining, nuclear power, ozone depleting chemicals, pornography and adult entertainment or tobacco.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerNigel Yates, Magda Bizarro
179.9
158.7
Fund comparative indexSONIA Compounded PR GBP
Mixed Investment 20-60% Shares
-
0.77
0.12
0.00
GBP Allocation 40-60% Equity
No
Fund providerAXA Investment Managers UK Ltd
Share class launch date05 May 1998
£126.98m
-
3.05
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.