Fact sheet: AXA WF Gbl SmBeta Eq

Fund information

Fund name
AXA World Funds Global SmartBeta Equity I Cap USD
Fund company manager
AXA Investment Managers
Fund type
SIB
Fund manager
Gideon Smith
since 29/07/2013
Fund objective
The Sub-Fund seeks to provide long-term capital appreciation, measured in USD, by investing in global equity securities.
Benchmark
MSCI World
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

11.66 %

1 Year rank in sector

236/470

Sector

FO Equity - International

Yield
-
Fund size

£ 193.7 m

FE Risk score

66

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.71 %8.6 %12.24 %26.05 %0 %
Sector-0.22 %4.85 %11.4 %21.74 %57.3 %
Rank within sector160 / 502124 / 492236 / 470151 / 374 /
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Calendar performance

YTD-20172016201520142013
Fund13.43 %6.27 %1.65 %7.27 %0 %
Sector9.38 %7.94 %0.71 %5.96 %21.26 %
Rank within sector141 / 487235 / 443194 / 393149 / 347 /
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Risk statistics

Alpha2.27
Beta0.89
Sharpe0.51
Volatility9.15
Tracking error4.26
Information ratio0.36
R-Squared0.8

Price movement

52 week high143.1
52 week low120.23
Current bid price0
Current offer price0
Current mid price142.6

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-