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AXA WF Optimal Income AC

Ranked 29 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 a long term capital growth combined with a stable income. The Investment Manager will seek to achieve the objective of the Sub-Fund by investing in a set of equities (including high dividend equities) or fixed income securities issued by any governments and companies which are domiciled or listed in any countries of Europe.

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 -1.0%
2017 6.8% 2.9% 1.8% 2.4% -0.5%
2016 1.9% -3.3% -0.3% 3.1% 2.5%
2015 5.1% 8.5% -0.8% -5.5% 3.4%
2014 3.4% 1.2% 1.9% -0.6% 0.9%
2013 8.4% 3.5% -0.1% 3.2% 1.5%
2012 7.6% 4.0% -1.1% 2.6% 2.0%
2011 -1.9% 2.7% 0.0% -5.2% 0.7%
2010 8.6% 2.4% -4.0% 5.9% 4.3%
2009 6.5% -5.8% 2.8% 8.7% 1.2%
2008 -22.4% -5.6% 0.2% -7.0% -11.8%
2007 4.9% 1.9% 3.4% -1.8% 1.4%
2006 11.7% 3.7% -0.9% 3.3% 5.2%
2005 11.8% 2.7% 3.7% 3.4% 1.5%
2004 16.8% 4.8% 2.0% 2.7% 6.4%

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. Korea
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date19/11/2003
  • Share Class size822Mn
  • Base currencyEUR
  • ISIN LU0179866438

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).