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AXA WF Optimal Income AC

Ranked 377 out of 833 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Managed by

Serge Pizem

Objective

The fund seeks to achieve a mix of stable income and capital growth measured in Euro by investing in a mix of European equities and fixed income securities, over a long term period.The fund invests a set of equities and fixed income securities issued by governments and companies domiciled or listed in any country of Europe.

Showing fund performance in Luxembourg View performance globally

Performance

Flexible EUR over : 30/06/2017 - 30/06/2018
  • Rank 377/833 Total Return
  • Rank 399/833 Standard Deviation
  • Rank 186/833 Max Drawdown
Fund Name Currency Return
376 BG Selection Morgan Stanley Active Alloc A CAP EUR EUR

0.7%

377 Polar Investments

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7%

377 Moorea Fund Flexible Allocation Fund RE Cap EUR

0.7%

377 AXA WF Optimal Income AC EUR

0.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -0.3%
2017 6.8% 2.9% 1.8% 2.4% -0.5%
2016 1.9% -3.3% -0.3% 3.1% 2.5%
2015 5.1% 8.5% -0.8% -5.5% 3.4%
2014 3.4% 1.2% 1.9% -0.6% 0.9%
2013 8.4% 3.5% -0.1% 3.2% 1.5%
2012 7.6% 4.0% -1.1% 2.6% 2.0%
2011 -1.9% 2.7% 0.0% -5.2% 0.7%
2010 8.6% 2.4% -4.0% 5.9% 4.3%
2009 6.5% -5.8% 2.8% 8.7% 1.2%
2008 -22.4% -5.6% 0.2% -7.0% -11.8%
2007 4.9% 1.9% 3.4% -1.8% 1.4%
2006 11.7% 3.7% -0.9% 3.3% 5.2%
2005 11.8% 2.7% 3.7% 3.4% 1.5%
2004 16.8% 4.8% 2.0% 2.7% 6.4%

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 size824Mn
  • 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 the currency and currencies indicated).