FUNDS - AXA WF Framlington Eurozone RI
Last update on: 19/10/2021

AXA WF Framlington Eurozone RI

Investment Trusts
AXA Investment Managers Deutschland GmbH
Asset Manager
AXA Investment Managers Deutschland GmbH

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

364.22 mil. EUR
Share class size

(as of 30/09/2021)

13.23 mil. EUR
ISIN LU0545089723
Fund price (as of 19/10/2021)
Offer n.s.
Bid 209.98 Euro

Growth (as of 19/10/2021) *

10 Years 147.00 %
5 Years 60.35 %
3 Years 43.06 %
1 Year 28.72 %
Current year 19.07 %
Benchmark EURO STOXX Total Return Net

* in Euro (€)

Master data of Funds
Launch date 03/11/2010
Available in AT, BE, CH, DE, DK, ES, FI, FR, GB, IT, LU, NL, NO, SE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The Fund aims to provide long-term capital growth by investing primarily in the shares of companies listed or domiciled in the Euro zone by combining a bottom-up stock- selection process together with a thematic approach.
Investment strategy The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in all cap companies domiciled in Eurozone. The Investment Manager will select companies which combined financial performance and meet responsible investment criteria requirements on the 3 pillars: Environment, Social and Corporate Governance.
Investment process The Sub-Fund will invest essentially in equities issued by companies which are domiciled or which exercise the preponderant part of their economic activities in the Eurozone and not more than 10% of ist assets in companies not based in such area including emerging markets.
The Sub-Fund may invest not more than one third of its assets in Money Market Instruments.
There is no formal restriction on the proportion of the Sub-Fund's assets that can be invested in and/or exposed to any one particular market.
The Sub-Fund will invest not more than 10% of its net assets in units of UCITS and/or other UCIs.
For efficient portfolio management purposes, this Sub-Fund may use derivative instruments within the limits set forth in the section "Investment Restrictions".

Research: Bottom-up
The RI team uses a bottom-up, fundamental approach in order to identify ESG risks and opportunities in invested companies. The RI team has a significant number of meetings a year to discuss ESG issues directly with company management. An internal summary note incorporating the RI team's analyses and
fundamental opinion is published thereafter.
In addition to the research notes, the team interacts face-to-face on a regular basis with portfolio managers to discuss new ESG developments.
Positive criteria n.s.
Negative criteria for stocks and corporate bonds n.s.
Negative criteria for government bonds n.s.
Research done by Inhouse - Bottom-up

This fund profile is aligned with the fund company.