Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

AXA WF II North American Equities A D

Ranked 101 out of 143 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Will Jump

Objective

The objective of the Sub-Fund is to achieve long-term capital growth. The Investment Manager will seek to achieve the objective of the Sub-Fund by investing at all time at least two thirds of its total assets in equities and equities related instruments issued by United States. The Sub-Fund may also invest in companies based in Canada and Mexico, as the economies of these two countries are closely tied to that of the United States. Investment in companies based outside the United States, however, will not normally exceed 15% of the Net Asset Value of the Sub-Fund.

Showing fund performance in Belgium View performance globally

Performance

US over : 31/10/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 5.3% 4.6% -4.4% 0.7% 4.6%
2016 13.3% -2.9% 4.4% 1.8% 9.8%
2015 7.8% 13.0% -4.9% -7.0% 7.8%
2014 27.8% 2.2% 5.6% 8.8% 8.8%
2013 26.9% 14.7% 0.9% 1.3% 8.2%
2012 11.2% 11.3% 0.9% 3.4% -4.2%
2011 4.7% 2.6% -1.6% -9.6% 14.7%
2010 19.7% 13.1% -4.1% -1.3% 11.7%
2009 12.8% -6.3% 3.5% 7.7% 8.0%
2008 -35.2% -17.8% 1.6% -1.6% -21.2%
2007 -4.2% -1.3% 4.2% -2.1% -4.9%
2006 1.7% 1.3% -7.6% 4.2% 4.3%
2005 24.8% 5.0% 8.8% 4.9% 4.2%
2004 1.5% 5.0% 0.0% -2.8% -0.6%
2003 3.0% -7.1% 8.2% -0.6% 3.0%
2002 -39.6% -0.4% -26.0% -16.0% -2.3%
2001 -7.1% -5.5% 11.1% -23.5% 15.7%
2000 -4.4% 9.0% -3.4% 9.0% -16.7%
1999 35.9% 14.0% 9.1% -9.8% 21.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Luxembourg

Fund Info

  • Launch date31/12/1990
  • Share Class size131Mn
  • Base currencyUSD
  • ISIN LU0011972238

Purchase Info

  • Min. initial investment2,661
  • Min. regular additional investment2,661

Charges

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