AXA ACT People & Planet Equity Z Inc
GlobalPricing frequency
Daily
Dealing cut off time
10:45
Type
Unit Trust
Yield
0.82%
NAV
124.80p
Ongoing charge
0.83%
Latest actual NAV date
18-04-2024
ISIN
GB00B403RF05
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
Holdings 31/03/2024 | % of assets |
---|---|
Cadence Design Systems Inc | 3.08 |
SAP SE | 3.02 |
NVIDIA Corp | 2.93 |
Intuit Inc | 2.84 |
ASML Holding NV | 2.84 |
Schneider Electric SE | 2.72 |
Xylem Inc | 2.70 |
Autodesk Inc | 2.66 |
Stryker Corp | 2.62 |
Eaton Corp PLC | 2.58 |
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.
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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