AXA Global Distribution R Inc (F0GBR04CEN.L)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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AXA Global Distribution R Inc
Cœur Défense Tour B, La Défense 4
100, Esplanade du Général de Gaulle
Management information
Jim Stride,Lead manager since 31 August 1999
Jim was appointed Managing Director in 1997 and is also Head of the UK Equities team. Jim joined the company in 1981 as a fund manager, having worked as an analyst with Panmure Gordon & Co. for two years. His career began in 1976 as a Portfolio Analyst with the Post Office Staff
Superannuation Fund. Jim graduated from the London School of Economics with a BSc (Hons) in Economics having specialised in Accounting and Finance.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryGBP Moderate Allocation
Fund familyAXA Investment Managers UK Ltd
Net assets200.78M
YTD return3.73%
Yield1.53%
Morningstar rating★★★★★
Inception date31 Aug 1999
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover184.87%
Average for categoryN/A
Fees and expenses
ExpenseF0GBR04CEN.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load5.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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