AXA Rosenberg Asia Pacific ex Japan Z

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.86%
  • 3 Year sharpe0.13
  • 3 Year alpha-3.19
  • Distribution Typeaccumulation
  • BenchmarkMSCI AC Pacific Ex Japan NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • IA SectorAsia Pacific Excluding Japan
  • Manager GroupAXA
  • DomicileUnited Kingdom
  • ISINGB0007704330

Investment Strategy

Medium to long-term capital growth with a return greater than the MSCI AC Asia Pacific ex-Japan Index (the “Index”) on a rolling three to five year basis. The Fund invests primarily in a diversified portfolio of shares of companies in all industry sectors which are listed on stock exchanges that comprise the MSCI AC Asia Pacific ex-Japan Index. The ACD uses a proprietary stock selection model to identify companies that it believes to be attractive, relative to their industry peers, based on the model's analysis of their financial data. In constructing the Fund’s portfolio, the ACD references the Index which means that, while the ACD has discretion to select the investments for the Fund, the Fund’s divergence from the Index is controlled.

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