AXA Framlington Glbl Sust Mgd Fund-ZInc
Mixed Investment 40-85% SharesPricing frequency
Daily
Dealing cut off time
10:45
Type
Unit Trust
Yield
1.27%
NAV
198.60p
Ongoing charge
0.68%
Latest actual NAV date
28-03-2024
ISIN
GB00B7MQY793
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 29/02/2024 | % of assets |
---|---|
Microsoft Corp | 1.64 |
United Kingdom of Great Britain and Northern Ireland 0.18317% | 1.62 |
Apple Inc | 1.52 |
Japan (Government Of) 0.1% | 1.51 |
AstraZeneca PLC | 1.37 |
Costco Wholesale Corp | 1.32 |
Alphabet Inc Class C | 1.28 |
United States Treasury Notes 1.125% | 1.26 |
Amazon.com Inc | 1.23 |
Freshpet Inc | 1.20 |
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).
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.