Fact sheet: AXA WF Gbl Flex Prop

Fund information

Fund name
AXA World Funds Global Flexible Property F Cap USD
Fund company manager
AXA Investment Managers
Fund type
SIB
Fund manager(s)
François-Xavier Aubry
since 10/10/2014
Frederic Tempel
since 10/10/2014
Fund objective
The Sub-Fund seeks performance measured in USD by investing mainly in listed equities and debt securities issued in the global real estate market universe.
Benchmark
No Specified Index
Investment style
None
Investment method
Shares

Quick stats

1 Year return

7.86 %

1 Year rank in sector

30/52

Sector

FO Property - International

Yield
-
Fund size

£ 408.2 m

FE Risk score

42

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Global Fixed Interest
    58%
  • International Equities
    42%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.77 %3.39 %7.86 %0 %0 %
Sector0.6 %3.03 %8.52 %15.72 %36.93 %
Rank within sector26 / 5128 / 5330 / 52 / /
Quartile th3 rd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund5.48 %2.05 %2.99 %0 %0 %
Sector4.29 %3.37 %4.32 %16.05 %0.9 %
Rank within sector28 / 5327 / 4821 / 45 / /
Quartile th3 rd3 rd2 nd th th

Price movement

52 week high110.72
52 week low102.28
Current bid price0
Current offer price0
Current mid price110.53

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 58% Global Fixed Interest
  • 42% International Equities

Individual holdings

-