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AXA WF II North American Equities A D USD

Ranked 91 out of 143 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Will Jump

Objective

The fund seeks to provide long-term capital appreciation, measured in USD, by investing in equity securities.The fund will be invested in equity securities that the Manager has identified as undervalued and that are traded principally on Regulated Markets of North America and will invest at all time at least two thirds of its total assets in equities and equities related instruments issued by United State.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/03/2018 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 7.7%
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 size123Mn
  • Base currencyEUR
  • ISIN LU0011972238

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment2,000

Charges

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