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AXA ACT People & Planet Equity Class Z - Accumulation (GBP)

Sell:146.20p Buy:146.20p Change: 1.30p (0.90%)
Prices as at 13 June 2024
Sell:146.20p
Buy:146.20p
Change: 1.30p (0.90%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 13 June 2024
Sell:146.20p
Buy:146.20p
Change: 1.30p (0.90%)
Prices as at 13 June 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The emerging markets are a diverse range of economies stretching from Asia and Eastern Europe to South Africa and Latin America. Some are rich in commodities and natural resources, some rely on exporting goods to Western economies, and others have a vibrant consumer-driven society. They're all at different stages of economic development and while we think they've got great long-term growth prospects, they're more volatile and higher-risk than more developed ones. We think a broad global emerging markets fund could be a good starting point, then there are others that focus on a specific country or region.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

13/06/19 to 13/06/20 13/06/20 to 13/06/21 13/06/21 to 13/06/22 13/06/22 to 13/06/23 13/06/23 to 13/06/24
Annual return -1.60% 29.23% -17.63% -8.51% 5.31%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Thomas Atkinson
Manager start date: 30 September 2023
Manager located in: TBC

Tom Atkinson co-manages the AXA ACT People & Planet Equity, AXA ACT Framlington Clean Economy, AXA WF ACT Clean Economy, and AXA WF ACT Biodiversity strategies, together with Anna Väänänen, Ashley Keet, and Anne Tolmunen, and specialises in utilities, renewables, and industrials. Tom joined AXA IM in 2022 from Newton Investment Management where he was a global research analyst generating investment ideas for a variety of different equity strategies since joining as a graduate trainee in 2014. Tom chaired Newton's ?Earth Matters? theme group, leading strategic thinking on environmental topics. Tom holds a BA (Hons) in Geography from Durham University and an MSc in Environment and Development from the London School of Economics and Political Science. Tom is also a CFA Charterholder. Tom sits on the Finance for Biodiversity Foundation's Positive Impact working group, looking for solutions to measuring companies' positive contribution to biodiversity.

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Manager Name: Anne Tolmunen
Manager start date: 30 September 2023
Manager located in: TBC

Anne Tolmunen co-manages the AXA ACT People & Planet Equity and Social Progress strategy together with Anna Väänänen, Ashley Keet and Tom Atkinson, and specialises on healthcare. Since August 2012, Anne has been Portfolio Manager in Global Equities, joining AXA IM Equity in September 2009 as an Equity Analyst. Prior to that, Anne worked as a Strategic Auditor within the Global Internal Audit team of AXA IM and as a Programme Manager. Previously, Anne worked for over 4 years in the Global Inspection team of Société Générale Bank. Anne holds a Master's degree from ESSEC, a French Business School. She is also a CFA charter holder.

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Manager Name: Anna Vaananen
Manager start date: 30 September 2023
Manager located in: TBC

Anna Vaananen is the Head of Listed Impact Equity at AXA IM and co-manages the AXA ACT People & Planet Equity, AXA WF ACT Clean Economy, AXA ACT Framlington Clean Economy, AXA WF ACT Biodiversity and AXA ACT WF Social Progress strategies together with Tom Atkinson, Ashley Keet and Anne Tolmunen. She specialises on agriculture, food, and automation. Anna joined AXA IM in 2023 from Mirova, an affiliate of Natixis Investment Managers, heading the Mirova's Global Environmental team and managing various global sustainable and impact strategies including Global Environmental and Future of Food. Preceding that she was a senior portfolio manager at Credit Suisse Asset Management in Zurich managing different thematic equity strategies in both developed and emerging markets. Prior to this she was a fund manager at FIM Asset Management and at Tapiola Asset Management. She started her career in 1995 investment banking working as a sell side analyst at Salomon Brothers and Carnegie Investment Bank. Anna holds a Master of Social Science from the University of Helsinki, majoring in Economics.

manager photo
Manager Name: Ashley Keet
Manager start date: 30 September 2023
Manager located in: TBC

Ashley Keet co-manages the AXA ACT People & Planet Equity, AXA ACT Framlington Clean Economy, AXA WF ACT Clean Economy, and AXA WF ACT Biodiversity strategies, together with Anna Väänänen,Tom Atkinson and Anne Tolmunen, and specialises on semiconductors and software. Ashley joined AXA IM in 2016 as an Investment Analyst in the Equities Investment Analytics Team with a specific focus on global sector, thematic and funds. Ashley was a key contributor to the development of the thematic fund range and was promoted to portfolio manager within the impact team in September 2021. Prior to joining AXA IM, he was an Investment Risk Analyst at T. Rowe Price and started his career as a fund manager's assistant at Clarkson Fund Management in 2008. Ashley graduated with a bachelor's degree in economics from the University of Surrey

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account