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AXA WF Global Optimal Income A C EUR

Ranked 6 out of 56 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Managed by

Serge Pizem

Objective

The objective of the Sub-Fund is to achieve long-term capital growth combined with a stable income. Typical investors would seek stable income combined with long-term capital growth measured in euro.The income yields are of secondary importance. The Investment Manager will seek to achieve the objective of the Sub-Fund by investing in a set of equities (including high dividend equities) and /or fixed income securities issued by any governments and companies which are primarily domiciled or listed in OECD countries.

Showing fund performance in Netherlands View performance globally

Performance

Flexible EUR over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.7%
2017 14.6% 5.2% 2.6% 5.9% 0.2%
2016 0.5% -3.2% -1.3% 2.8% 2.3%
2015 8.7% 13.8% -0.2% -7.4% 3.4%
2014 8.3% 0.5% 1.2% 2.7% 3.7%
2013 0.2% 3.6% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date08/03/2013
  • Share Class size847Mn
  • Base currencyEUR
  • ISIN LU0465917044

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).