AXA Global Distribution Z Acc

Name
AXA Global Distribution Fund Z GBP Acc
Manager
AXA Investment Managers UK Ltd
Type
Open Ended Investment Company
ISIN
GB0008309063
Sector
LC00000064
Launched
30/08/1999
OCF
0.8 %
Risk Rating
5
3 Year Sharpe
1.36
Yield
1.1 %
Benchmark
ICE BofAML Gbl Infln-Lnkd Govt TR EUR
The Fund aims to achieve income with some prospects for capital growth over the long term.
Holding%
United States Treasury Notes 1.43%2.36 %
United States Treasury Notes 0.13%1.74 %
United States Treasury Notes 0.13%1.60 %
Amazon.com Inc1.39 %
United Kingdom of Great Britain and Northern Ireland 0.15%1.18 %
United States Treasury Notes 0.14%1.14 %
United States Treasury Notes 0.66%1.12 %
United States Treasury Notes 0.26%1.11 %
United States Treasury Notes 2.2%1.06 %
United Kingdom of Great Britain and Northern Ireland 0.65%1.06 %
Region%
United States58.12 %
Eurozone12.81 %
Japan7.50 %
Europe - ex Euro5.94 %
Sector%
Technology24.78 %
Financial Services18.91 %
Consumer Cyclical15.72 %
Industrials9.89 %
Healthcare7.30 %
Energy6.40 %
Consumer Defensive5.42 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Jim Stride

Joined 09/01/1999

Jim was appointed Managing Director in 1997 and is also Head of the UK Equities team. Jim joined the company in 1981 as a fund manager, having worked as an analyst with Panmure Gordon & Co. for two years. His career began in 1976 as a Portfolio Analyst with the Post Office Staff Superannuation Fund. Jim graduated from the London School of Economics with a BSc (Hons) in Economics having specialised in Accounting and Finance.

Data provided by Morningstar.

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