AXA World Funds - Evolving Trends I Capitalisation EUR(0P0000SR13)

盧森堡

從投資組合中新增/移除新增至觀察名單

370.130 -2.540 -0.68%

14/02 - 延遲資料. EUR 貨幣

種類: 基金

市場: 盧森堡

發行者: AXA Funds Management S.A.

國際證券識別碼(ISIN): LU0503939257

資產類別: 股票

晨星評級:
總資產: 622.26M

0P0000SR13綜觀

你可在本頁找到深入的AXA World Funds - Evolving Trends I Capitalisation EUR公司檔案，包括0P0000SR13的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Global Large-Cap Growth Equity

總資產

622.26M

費用

0.76%

基金成立

2013年4月9日

投資策略

尋求從一個積極管理的上市股票、股票相關證券及衍生工具投資組合，同時取得閣下以美元計價的投資的長期增長及應用 ESG 方法。附屬基金接受積極管理，以透過主要投資於屬於摩根士丹利資本國際所有國家世界總回報淨額指數（「基準」）領域一部分的公司之股票，捕捉世界各地股票市場中的機遇。作為投資過程的一部分，投資經理對附屬基金投資組合的組成成分擁有廣泛酌情權，並可以根據其投資信念，對國家、界別或公司持有與基準的組成成分相比的大量超額比重或比重不足的持倉及／或對不包含在基準內的公司、國家或界別作出投資參與，儘管基準的成分一般為附屬基金投資組合的代表。因此，與基準的偏差可能屬重大。為了澄清起見，基準是一項廣泛的市場指數，與附屬基金的可持續投資目標並不符合一致，但被用作為其金融目標的一項參考。附屬基金主要投資於世界各地任何地方的公司的股票。具體而言，附屬基金主要（即最少 66%的淨資產）投資於參考包括但不限於盈利潛力（例如：毛利和純利）、自由現金流水平、資產負債表結構和可持續或不斷改進的盈利能力等因素挑選的優質全球公司的股票及股票相關證券，以識別受惠於以下五個主要增長主題中的一個或多個主題之上升潛力（該等主題被投資經理視為可為股本投資者展示未來增長潛力）：(i)人口老化和生活方式；(ii)自動化；(iii)清潔科技（即能源轉型及天然資源優化）； (iv) 聯網消費者（即電子商貿價值鍊和數碼轉型）；及(v)轉型社會（即已發展市場和特別是新興市場兩者的經濟包容性和不斷變化的消費模式）。附屬基金可將其最多 100% 的淨資產投資於任何市值（包括小型及/或微型公司）及任何市場（包括新興市場）或界別的股本證券。

聯絡資訊

地址 Paseo de la Castellana 93, 6a planta
Madrid,none 28046
Spain

電話 +34 91 406 72 18

傳真 +34 91 406 72 01

網絡 www.axa-im.es

主要管理層

名稱	主旨	成立於	直至
Megan Brennan	-	2024	now
自傳	Megan began her career in 2012 at private bank and wealth manager, Coutts & Co. Having completed the graduate training scheme she was promoted to assistant fund manager, gaining experience in portfolio construction. In 2017 she moved to Sarasin & Partners LLP, where she held the position of portfolio manager and analyst for a range of equity and multi-asset funds. In 2022, in recognition of her work, she was named one of Financial News’ Rising Stars of Fund Management and earned a spot in the PAM Top 40 under 40s. Following seven years at Sarasin, she joined AXA Investment Managers’ equity team as a portfolio manager in Global Thematics. She attended Trinity College Dublin, graduating with a 2.1 in Business, Economics and Social Studies and is a CFA Charter holder.
Gregg Bridger	-	2023	now
自傳	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	Lead Portfolio Manager	2023	now
自傳	Tom Riley is the Head of Global Thematic Strategies at AXA IM Equities and the lead Portfolio Manager of the AXA Robotech strategy. He is a Portfolio Manager on several Thematic & Technology related funds/mandates. In his role as Head of Global Thematic Strategies, he is responsible for overseeing the thematics investments teams globally and coordinating the investment views across the major themes that are forecast to impact the global economy over the coming years. Tom started his career in 2009 with AXA IM Framlington Equities as an Investment analyst before joining the Global Equity and Technology investment teams in 2013. Tom is a CFA Charterholder and holds a BSc (Hons) in Mathematics & Statistics from Bristol University.
David Shaw	-	2019	2023
自傳	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
自傳	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
自傳	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	Lead Portfolio Manager	2012	2017
自傳	Tom Riley is the Head of Global Thematic Strategies at AXA IM Equities and the lead Portfolio Manager of the AXA Robotech strategy. He is a Portfolio Manager on several Thematic & Technology related funds/mandates. In his role as Head of Global Thematic Strategies, he is responsible for overseeing the thematics investments teams globally and coordinating the investment views across the major themes that are forecast to impact the global economy over the coming years. Tom started his career in 2009 with AXA IM Framlington Equities as an Investment analyst before joining the Global Equity and Technology investment teams in 2013. Tom is a CFA Charterholder and holds a BSc (Hons) in Mathematics & Statistics from Bristol University.
Mark Beveridge	Head	2010	2012
自傳	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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	名稱	價格	升跌幅	升跌率%
	AXA World Funds .	370.130	-2.540	-0.68%
	Mercer Passive Gl.	378.550	-2.230	-0.59%