AXA Ethical Distribution Z Income
Mixed Investment 20-60% SharesPricing frequency
Daily
Dealing cut off time
10:45
Type
OEIC
Yield
3.21%
NAV
176.20p
Ongoing charge
0.77%
Latest actual NAV date
18-03-2024
ISIN
GB00B3FKKK57
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 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.
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.
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