AXA ACT People & Planet Equity Fund Z Income
Category Global Large-Cap Blend Equity
Last buy/sell price
124.80p
-0.70p (-0.56%)
Fund Code
B403RF0
GB00B403RF05
Prices updated as at 18 Apr 2024
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) invest in companies that contribute to the achievement of the United Nation’s Sustainable Development Goals. The Fund invests at least 80% of its Net Asset Value in shares of listed companies of any size based anywhere in the world. The Manager selects shares based upon: (i) a company’s positive contribution to the achievement of one or more of the United Nation’s Sustainable Development Goals (the “UN SDGs”) and (ii) an analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Anne Tolmunen, Ashley Keet |
| 130.8 | |
| 109.6 | |
| Fund comparative index | MSCI ACWI NR GBP |
| Global | |
| - | |
| 0.83 | |
| 0.43 | |
| - | |
| Global Large-Cap Blend Equity | |
| No | |
| Fund provider | AXA Investment Managers UK Ltd |
| Share class launch date | 22 Jun 2011 |
| £25.92m | |
| - | |
| - | |
| - | |
| 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.
