AXA Global Sust Distribution Z Acc
Mixed Investment 20-60% SharesPricing frequency
Daily
Dealing cut off time
10:45
Type
OEIC
Yield
1.51%
NAV
366.50p
Ongoing charge
0.76%
Latest actual NAV date
22-04-2024
ISIN
GB0008309063
UCITS
Yes
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Growth of 10k
Asset allocation
Top 10 holdings
Investment objective
The aim of this Fund is to: (i) achieve income and long-term capital growth over a period of five 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 worldwide and index-linked bonds issued by developed market governments. The Fund’s typical asset mix ranges between 50-60% of its Net Asset Value invested in shares, with the remaining 40-50% being invested mostly in index-linked bonds and cash.
Morningstar ratingTM
Morningstar sustainability ratingTM
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2024 AJ Bell. All rights reserved.