AXA Ethical Distribution Z Acc

Name
AXA Ethical Distribution Z Acc
Manager
AXA Investment Managers UK Ltd
Type
Open Ended Investment Company
ISIN
GB0005409262
Sector
LC00000064
Launched
05/05/1998
OCF
0.77 %
Risk Rating
4
3 Year Sharpe
0.72
Yield
1.5 %
Benchmark
FTSE All-Share Ethically Adj
The Fund aims to achieve growth through income and capital over the long term.
Holding%
United Kingdom of Great Britain and Northern Ireland 8.38%11.10 %
United Kingdom of Great Britain and Northern Ireland 0.14%4.96 %
Diageo PLC3.22 %
United Kingdom of Great Britain and Northern Ireland 0.14%3.19 %
Prudential PLC2.95 %
HSBC Holdings PLC2.76 %
Ashtead Group PLC1.82 %
United Kingdom of Great Britain and Northern Ireland 2.55%1.82 %
Electrocomponents PLC1.59 %
United Kingdom of Great Britain and Northern Ireland 0.14%1.54 %
Region%
United Kingdom98.54 %
Sector%
Consumer Cyclical27.29 %
Financial Services25.62 %
Technology14.12 %
Industrials12.26 %
Consumer Defensive10.04 %
Real Estate5.50 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Richard Marwood

Joined 11/21/2008

Richard began his investment career in 1996, training as a UK equity analyst. In 1997 he assumed responsibility for managing a number of UK portfolios. Prior to his time at university he served an engineering apprenticeship with British Aerospace Military Aircraft.

Data provided by Morningstar.

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