AXA Defensive Distribution Z Acc Gross

Name
AXA Defensive Distribution Z Acc Gross
Manager
AXA Investment Managers UK Ltd
Type
Open Ended Investment Company
ISIN
GB00B03KM006
Sector
Mixed Investment 0-35% Shares
Launched
01/11/2004
OCF
0.77 %
Risk Rating
5
3 Year Sharpe
0.95
Yield
1.4 %
Benchmark
7 day LIBID
The Fund aims to achieve income with some prospects for capital growth over the long term.
Holding %
United Kingdom of Great Britain and Northern Ireland 8.56% 15.85 %
United Kingdom of Great Britain and Northern Ireland 0.14% 10.20 %
Royal Dutch Shell PLC B 2.85 %
United Kingdom of Great Britain and Northern Ireland 1.02% 2.58 %
United Kingdom of Great Britain and Northern Ireland 7.28% 2.39 %
United Kingdom of Great Britain and Northern Ireland 0.29% 2.33 %
United Kingdom of Great Britain and Northern Ireland 0.15% 2.26 %
United Kingdom of Great Britain and Northern Ireland 1.83% 2.20 %
United Kingdom of Great Britain and Northern Ireland 0.15% 2.15 %
BP PLC 2.14 %
Region %
United Kingdom 98.03 %
Sector %
Energy 20.35 %
Financial Services 16.57 %
Technology 11.38 %
Consumer Cyclical 10.76 %
Basic materials 10.21 %
Industrials 10.15 %
Healthcare 9.66 %
Consumer Defensive 7.37 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Richard Marwood
Joined 09/30/2009

Richard began his investment career in 1996, training as a UK equity analyst. In 1997 he assumed responsibility for managing a number of UK portfolios. Prior to his time at university he served an engineering apprenticeship with British Aerospace Military Aircraft.

Data provided by Morningstar.

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