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AXA WF Defensive Optimal Income A C EUR

Ranked 235 out of 833 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Managed by

Serge Pizem

Objective

The Sub-Fund seeks to achieve medium term capital growth by investing in a diversified portfolio of broad asset classes, through a defensive approach aiming to limit the annualised volatility at 5%. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in a set of equities (up to 35% of the net assets of the Sub-Fund) and/or transferable debt securities issued by any governments, companies or public institutions in OECD countries.

Showing fund performance in Luxembourg View performance globally

Performance

Flexible EUR over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.1% -0.7%
2017 5.2% 1.2% 1.3% 2.5% 0.1%
2016 6.3% 0.1% 3.5% 1.9% 0.7%
2015 -1.5% 4.7% -3.2% -4.4% 1.7%
2014 5.3% 1.7% 2.8% 1.0% -0.4%
2013 2.0% 2.9% -3.3% 1.0% 1.5%
2012 9.9% 6.2% -0.1% 4.2% -0.6%
2011 -0.7% -1.4% -0.6% -4.3% 5.9%
2010 3.9% 4.4% -4.9% 0.8% 3.9%
2009 15.3% -2.5% 4.5% 9.4% 3.5%
2008 -18.4% -3.1% -1.4% -4.1% -10.8%
2007 -2.6% 1.2% -0.3% -1.6% -1.9%
2006 3.2% 6.5% -5.4% 0.3% 2.1%
2005 16.0% 2.9% 4.4% 4.4% 3.5%
2004 5.4% 3.1% -0.2% -1.2% 3.6%
2003 5.9% -5.3% 6.9% 0.4% 4.2%
2002 -16.1% 0.0% -8.4% -9.6% 1.4%
2001 -9.8% -4.8% 1.6% -12.6% 6.8%
2000 -1.3% 3.5% -2.2% 1.2% -3.6%
1999 3.2% -2.0% 10.1%

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. Luxembourg
  9. Netherlands
  10. Norway
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date18/01/1999
  • Share Class size202Mn
  • Base currencyEUR
  • ISIN LU0094159042

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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