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AXA WF Optimal Income AC

Ranked 333 out of 2147 in - Flexible EUR over 12 months
All calculations are in USD unless stated

Managed by

Serge Pizem

Objective

The objective of the Sub-Fund is to achieve a long term capital growth combined with a stable income. The Investment Manager will seek to achieve the objective of the Sub-Fund by investing in a set of equities (including high dividend equities) or fixed income securities issued by any governments and companies which are domiciled or listed in any countries of Europe.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible EUR over : 31/03/2017 - 31/03/2018
  • Rank 333/2147 Total Return
  • Rank 1054/2147 Standard Deviation
  • Rank 513/2147 Max Drawdown
Fund Name Currency Risk
1054 Adis USD

8.2

1054 Navarre Investissement USD

8.2

1054 Citus - Performance Inside - P USD

8.2

1054 Tenor USD

8.2

1054 Tiger German Opportunities UI AK A USD

8.2

1054 AXA WF Optimal Income AC USD

8.2

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.4%
2017 21.5% 4.3% 8.6% 6.2% 1.1%
2016 -1.1% 1.4% -2.9% 4.3% -3.8%
2015 -5.6% -3.7% 2.9% -5.3% 0.6%
2014 -9.2% 1.2% 1.2% -8.3% -3.3%
2013 13.3% 0.8% 1.2% 7.5% 3.3%
2012 9.3% 6.7% -5.8% 4.0% 4.5%
2011 -5.1% 8.6% 2.2% -12.2% -2.6%
2010 1.6% -3.4% -13.1% 18.0% 2.5%
2009 9.9% -10.0% 8.6% 13.3% -0.7%
2008 -26.2% 2.3% -0.4% -17.1% -12.7%
2007 16.4% 2.8% 4.9% 3.5% 4.2%
2006 24.8% 6.4% 4.7% 2.4% 9.5%
2005 -3.0% -1.8% -3.4% 2.9% -0.7%
2004 25.8% 2.1% 1.0% 4.8% 16.4%

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. Korea
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date19/11/2003
  • Share Class size781Mn
  • Base currencyEUR
  • ISIN LU0179866438

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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