AXA Framlington Global Sustainable Managed Fund - Z Accumulation

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

236.50p

arrow-down-1.20p (-0.50%)

Fund Code

FMMAA

B7MMHK1

GB00B7MMHK16

Prices updated as at 18 Sep 2024

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; and (ii) invest in companies which have leading or improving environmental, social and governance (ESG) practices, in line with the selection criteria. The Fund invests in shares of listed companies which the Manager believes will provide above-average returns, relative to their industry peers. The Fund invests in companies of any size and based anywhere in the world (including emerging markets).

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.

Fund status	Open
Fund type	Unit Trust
Fund manager	Jamie Forbes-Wilson, David Shaw
	237.7
	195.2
Fund comparative index	IA Mixed Invest 40 - 85% Shares
	Mixed Investment 40-85% Shares
	-
	0.68
	0.10
	0.00
	GBP Allocation 60-80% Equity
	No
Fund provider	AXA Investment Managers UK Ltd
Share class launch date	16 Apr 2012
	£894.37m
	-
	1.19
	-
	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.

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.