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AXA WF Multi Asset Inflation Plus A C EUR

Ranked 12 out of 98 in - Conservative EUR over 12 months
All calculations are in CHF unless stated

Managed by

Mathieu L'Hoir

Objective

The fund seeks to generate a performance which exceeds the rate of Eurozone inflation, in EUR from an actively managed multi asset inflation-linked portfolio. The fund will invest in any assets set forth below, including inflation-linked assets of any type from issuers in OECD or non-OECD countries (i.e.countries which are included in any recognised emerging market index). The fund will be managed with an interest rate sensitivity ranging between -4 and +4. The sensitivity is an indicator measuring the impact of a variation of 1% of the market interest rate on the value of the fund.

Showing fund performance in Switzerland View performance globally

Performance

Conservative EUR over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -0.8% -1.4%
2017 6.5% 4.0%

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

Fund Info

  • Launch date28/04/2017
  • Share Class size37Mn
  • Base currencyEUR
  • ISIN LU1598028337

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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