AXA Rosenberg European Z

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.18%
  • 3 Year sharpe-0.16
  • 3 Year alpha-4.47
  • Distribution Typeaccumulation
  • BenchmarkFTSE World Eur Ex UK TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.00%
  • IA SectorEurope Excluding UK
  • Manager GroupAXA
  • DomicileUnited Kingdom
  • ISINGB0007460693

Investment Strategy

Medium to long-term capital growth with a return greater than the MSCI Europe ex-UK Index (the “Index”) on a rolling three to five year basis. The Fund invests principally in a diversified portfolio of shares of companies in all industry sectors which are listed on European stock exchanges (excluding those in the UK). 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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