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AXA WF Framlington Human Capital EC EUR

Ranked 30 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Jean-Marc Maringe

Objective

The objective of the Sub-Fund is to achieve long term capital growth. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in small and medium sized companies domiciled or listed in European geographical area and companies with above average performance in human capital management. This strategy is to identify European companies combining financial criteria and the best human capital practices including but not limited to the following criteria: job's stability and creation, training and development, performance management and reward systems, precariousness, turnover etc.

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.3% 2.0% -0.2%
2017 12.4% 6.3% 1.2% 3.2% 1.2%
2016 -1.3% -5.5% -4.8% 5.8% 3.7%
2015 16.7% 17.4% 0.0% -8.3% 8.4%
2014 2.7% 4.5% 0.5% -3.5% 1.4%
2013 17.6% 4.4% -1.9% 9.8% 4.6%
2012 25.1% 15.8% -5.6% 9.4% 4.6%
2011 -17.1% 0.4% -0.1% -21.0% 4.5%
2010 20.7% 5.7% -3.6% 8.2% 9.5%
2009 40.1% -6.5% 19.9% 19.8% 4.4%
2008 -6.5% -14.6% -22.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date12/03/2008
  • Base currencyEUR
  • ISIN LU0316218873

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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