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AXA World Funds - Evolving Trends A Capitalisation EUR (0P0000SR0W)

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326.620 +1.640    +0.50%
23/12 - 闭盘. EUR 货币
类型:  基金
市场:  卢森堡
ISIN:  LU0503938366 
资产类别:  股票
  • 晨星评级:
  • 总资产: 586.96M
AXA World Funds - Framlington Evolving Trends A Ca 326.620 +1.640 +0.50%

0P0000SR0W概述

 
本页面提供AXA World Funds - Evolving Trends A Capitalisation EUR的详细介绍,帮助您了解0P0000SR0W的高管、总资产、投资策略和联系方式等信息。
种类

環球大型增長型股票

总资产

586.96M

费用

1.74%

开始日期

2013年4月9日

投资策略

寻求从一个积极管理的上市股票、股票相关证券及衍生工具投资 组合,同时取得阁下以美元计价的投资的长期增长及应用 ESG 方法。附属基金接受积极管理,以透过主要投资于属于摩根士丹利资本 国际所有国家世界总回报净额指数(「基准」)领域一部分的公 司之股票,捕捉世界各地股票市场中的机遇。作为投资过程的一部分,投资经理对附属基金投资组合的组成成分拥有广泛酌情权, 并可以根据其投资信念,对国家、界别或公司持有与基准的组成成分相比的大量超额比重或比重不足的持仓及/或对不包含在基准内的公司、国家或界别作出投资参与,尽管基准的成分一般为附属基金投资组合的代表。因此,与基准的偏差可能属重大。为 了澄清起见,基准是一项广泛的市场指数,与附属基金的可持续 投资目标并不符合一致,但被用作为其金融目标的一项参考。附属基金主要投资于世界各地任何地方的公司的股票。具体而言,附属基金主要(即最少66%的净资产)投资于参考包括但不限于盈利潜力(例如:毛利和纯利)、自由现金流水平、 资产负债表结构和可持续或不断改进的盈利能力等因素挑选的优质全球公司的股票及股票相关证券,以识别受惠于以下五个主要增长主题中的一个或多个主题之上升潜力(该等主题被投资经理视为可为股本投资者展示未来增长潜力):(I)人口老化和生活方式;(Ii)自动化;(Iii)清洁科技(即能源转型及天然资源优化); (Iv) 联网消费者(即电子商贸价值链和数码转型);及(V)转型社会(即已发展市场和特别是新兴市场两者的经济包容性和不断变化的消费模式)。附属基金可将其最多 100% 的净资产投资于任 何市值(包括小型及/或微型公司)及任何市场(包括新兴市场) 或界别的股本证券。

联络信息

地址 Paseo de la Castellana 93, 6a planta
Madrid,none 28046
Spain
电话 +34 91 406 72 18
传真 +34 91 406 72 01
网址 www.axa-im.es

高管

名称 标题 任期
Megan Brennan - 2024 now
背景介紹 "Megan is a Fund Manager for the Sarasin Tomorrow’s World fund and Multi Asset Target Return fund franchise. Prior to joining Sarasin, Megan spent 4 years at Coutts & Co working as an Assistant Fund Manager for the Coutts Multi Asset Funds. Megan is a graduate of Trinity College Dublin with a degree in Business, Economics & Social Studies and is a CFA Charter holder."
Gregg Bridger - 2023 now
背景介紹 Gregg Bridger is a fund manager in the global equities team. Prior to joining FOUR, he was employed as a Product Specialist in the Fundamental equities team at Goldman Sachs Asset Management. Previously, Gregg was an assistant portfolio manager in the emerging markets equity team at Credit Suisse. Gregg holds a BA (Hons) in Economics from the University of Leicester and is a CFA Charterholder.
Tom Riley - 2023 now
David Shaw - 2019 2023
背景介紹 Prior to joining AXA IM, David was a Senior Portfolio Manager at Aerion Fund Management, where he spent 13 years co-managing a $1.5bn North American equity portfolio. Preceding that he spent 10 years as a UK fund manager and analyst, at Aerion Fund Management, NPI Asset Management and Natwest Investment Management. David holds a Bachelor's degree in Electronic Engineering from City University, London. He is a member of CFA UK (ASIP) and has completed the London Business School Investment Management Programme.
Mark Hargraves Portfolio Manager 2012 2023
背景介紹 Mark attended the University of Bristol gaining a Geography BSc (Hons). In 2000, he obtained a Masters in Finance from the London Business School. He is also a member of the UK Society of Investment Professionals. Mark spent two years working for Abbey National plc and then moved to Hambros Fund Management as assistant portfolio manager European Equities. In 1997, he joined United Friendly Asset Management as a fund manager for European Equities. Mark joined AXA Framlington as a fund manager in June 2000.
Amanda O'Toole - 2017 2019
背景介紹 Amanda joined Redwheel in April 2023 as a Partner and Portfolio Manager in the Redwheel Sustainable Growth Team. She will manage the Redwheel Clean Economy strategy and Redwheel Biodiversity strategy. Her ambition for the role is to protect the planet's biodiversity and help drive the global transition to a clean economy through her investment process. Prior to Redwheel, Amanda was Portfolio Manager of the Clean Economy and Biodiversity strategy at AXA IM and led as a global specialist on cleantech themes within the internal research team. Before this, she also held appointments as an Analyst at Nevsky Capital and began her career at PriceWaterhouseCoopers in corporate finance. Amanda holds a BA (Hons) in Economics from the University of Newcastle Upon Tyne and is an Associate Chartered Accountant.
Tom Riley - 2012 2017
Mark Beveridge Head 2010 2012
背景介紹 Mark Beveridge, CFA® is Lead Fund Manager and Portfolio Manager and Analyst of AXA IM, and has been employed by AXA IM or an affiliate since 2009. Prior to joining AXA IM, Mr. Beveridge has been with GSAM since December 2004 as chief investment officer of the Global Active Equity business which encompasses the Global/International, UK/European, Asia ex Japan and Japan strategies. Prior to joining GSAM, he spent 19 years at Franklin Templeton, where he was executive vice president and senior portfolio manager responsible for ex-US portfolios. Mr. Beveridge holds the Chartered Financial Analyst designation.
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