AXA WF People & Planet Equity I $

Rating and Score  (On 30/06/2026)
Rating
FIDA
Rating
ESG
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Static data
Name
AXA WF People & Planet Equity I $
Typology
Funds and Sicav
ISIN Code
LU1830284219
Sicav
Axa World Funds Sicav
Registration country
-
Country authorised for sale
Asset manager
Address
1 Boulevard Haussmann 75009 Paris
Phone
Web site
FIDA Category
Assogestioni category
EFAMA Category
Equity Health Care
Priips
Yes
Official benchmark
100.00% - MSCI AC World Index Net TR (Loc)
Start Date placement
12/09/2019
Search by currency
Usd - us dollar
Quotation currency
Usd - us dollar
Status
Active
Distribution policy
No
Total asset value at 27/07/2026
59.14 mln USD
Assets of portfolio as of 27/07/2026
87.76 mln USD
Documentation
Quotation evolution (From 28/07/2023 On 28/07/2026)
148.27
18.82
%
28/07/2026
Loading data
Quote
Quotation currency
Usd - us dollar
Quotation frequency
Daily
Last quotation
$148.27 (28/07/2026)
% change
-0.76%
Last Price in Euro
€130.44
Investment Objective
Investment Objective The Sub-Fund seeks to achieve both long-term capital growth measured in USD by investing in equities and equity-related instruments and to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose products and services are aligned with targets defined by one or more SDGs and that address climate change, protect biodiversity and/or foster social progress, and by applying an impact approach. Investment Policy The Sub-Fund is actively managed and references MSCI AC World Total Return Net (the "Benchmark") for comparative purposes only. The Investment Manager has full discretion over the composition of the portfolio of the Sub-Fund and can take exposure to companies, countries or sectors not included in the Benchmark. There are no restrictions on the extent to which the Sub-Fund's portfolio and performance may deviate from the ones of the Benchmark.The Sub-Fund invests at least two thirds of its total assets in equities and equity-related instruments issued by worldwide listed companies of any market capitalization that address climate change, protect biodiversity and foster social progress.The Sub-Fund may invest up to 10% of net assets in Chinese A Shares listed in the Shanghai Hong-Kong Stock Connect.The Sub-Fund may also invest in money market instruments.Derivatives may be used for efficient portfolio management and hedging purposes.The Sub-Fund seeks to achieve its objectives by investing in sustainable companies that support on the long run the SDGs No Poverty (SDG 1), Zero Hunger (SGD 2), Good Health and Wellbeing (SDG 3), Quality Education (SDG 4), Gender Equality (SGD 5), Clean Water and Sanitation (SDG 6), Affordable Clean Energy (SDG 7), Decent Work and Economic Growth (SDG 8), Industry, Innovation, and Infrastructure (SDG 9), Reduced Inequality (SDG 10), Sustainable Cities and Communities (SDG 11), Responsible Consumption and Production (SDG12), Climate Action (SDG 13), Life Below Water (SDG 14),
Tax system
PIR compliant
No
PEA compliant
No
PEA-PME compliant
No
Company registry
Asset manager
Phone
Web site
Address
1 Boulevard Haussmann 75009 Paris
The data and information covered by the Service are for the exclusive internal use of the User and may neither be transferred to third parties, nor circulated, disclosed or allowed to be disclosed, nor used on external information systems, without the written consent of FIDA and, when necessary, of the information sources.
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