AXA IM Clean Economy Equity AUD - Managed Fund

Fund Objective

To seek both long-term growth from an actively managed listed equity and equity-related securities portfolio; and a Sustainable Investment Objective; in line with a SRI approach by investing susbtantially in the Master Fund.

Fund Strategy

The Fund invests substantially in AXA WF ACT Clean Economy; a sub-fund of the AXA World Funds and cash for ancillary purposes. The Master Fund is actively managed with the Sustainable Investment objective; in line with a socially responsible investment (SRI) approach.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	2.59%	11.13%	2.98%	12.72%	8.82%	7.77%	-%	-%
Growth return	2.59%	10.49%	2.39%	12.08%	8.33%	7.44%	-%	-%
Income return	0%	0.64%	0.59%	0.64%	0.49%	0.33%	-%	-%
Market index (MSCI World Ex Australia NR AUD)
Total return	3.12%	11.29%	3.77%	17.49%	19.85%	19.1%	16.32%	12.14%

As at 31 Jul 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

International Equities: 95.62%

Australian Equities: 1.31%

Cash: 1.77%

Property & Infrastructure: 1.16%

Fixed Interest: 0%

Alternatives: 0.15%

General Information

Fund Details

Type	Description
Fund Name	AXA IM Clean Economy Equity AUD
APIR Code	ETL8318AU
Sector/Asset Class	Equity World Large Blend
Morningstar Rating	(as at 31 Jul 2025)
Legal Structure	Investment Fund
Fund Inception	6 Apr 2022
Fund Size	$4.66 million (as at 21 Aug 2025)
Entry Price	$1.2353 (as at 21 Aug 2025)
Exit Price	$1.2303 (as at 21 Aug 2025)
Fund Status	Open

Offer information

Type	Description
Minimum initial investment	$25,000
Minimum additional investments	$5,000.00

FAQs about the AXA IM Clean Economy Equity AUD

What is the objective of the AXA IM Clean Economy Equity AUD managed fund?

The objective of the AXA IM Clean Economy Equity AUD managed fund is To seek both long-term growth from an actively managed listed equity and equity-related securities portfolio; and a Sustainable Investment Objective; in line with a SRI approach by investing susbtantially in the Master Fund.

What is the strategy for the AXA IM Clean Economy Equity AUD managed fund?

The strategy of the AXA IM Clean Economy Equity AUD managed fund is The Fund invests substantially in AXA WF ACT Clean Economy; a sub-fund of the AXA World Funds and cash for ancillary purposes. The Master Fund is actively managed with the Sustainable Investment objective; in line with a socially responsible investment (SRI) approach.

What is the APIR code of the AXA IM Clean Economy Equity AUD managed fund?

The APIR code of the AXA IM Clean Economy Equity AUD managed fund is ETL8318AU.

What was AXA IM Clean Economy Equity AUD’s total return last month?

AXA IM Clean Economy Equity AUD’s total return last month was 2.59%. This was made up of a growth return of 2.59% and an income return of 0%. These returns were calculated as at 31 Jul 2025.

What was AXA IM Clean Economy Equity AUD’s total return for the last three months?

AXA IM Clean Economy Equity AUD’s total return for the last three months was 11.13%. This was made up of a growth return of 10.49% and an income return of 0.64%%. These returns were calculated as at 31 Jul 2025.

What is AXA IM Clean Economy Equity AUD’s one-year total return?

AXA IM Clean Economy Equity AUD’s one-year total return is 12.72%. This was made up of a growth return of 12.08% and an income return of 0.64%. These returns were calculated as at 31 Jul 2025.

What is AXA IM Clean Economy Equity AUD’s three-year total return?

AXA IM Clean Economy Equity AUD’s one-year total return is 7.77%. This was made up of a growth return of 7.44% and an income return of 0.33%. These returns were calculated as at 31 Jul 2025.

What is the asset allocation of the AXA IM Clean Economy Equity AUD managed fund?

The asset allocation of the AXA IM Clean Economy Equity AUD managed fund is :

International Equities: 100%

Australian Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the AXA IM Clean Economy Equity AUD managed fund belong to?

The AXA IM Clean Economy Equity AUD managed fund belongs to the Equity World Large Blend sector/asset class.

What is the size of the AXA IM Clean Economy Equity AUD managed fund?

As at 21 Aug 2025, the size of the AXA IM Clean Economy Equity AUD managed fund was $4.66 million.

What is the inception date of the AXA IM Clean Economy Equity AUD managed fund?

The AXA IM Clean Economy Equity AUD managed fund has an inception date of 6 Apr 2022.

What is the current entry price of the AXA IM Clean Economy Equity AUD managed fund?

The current entry price of the AXA IM Clean Economy Equity AUD managed fund is $1.2353 per unit and the current exit price is $1.2303 per unit (as at 21 Aug 2025).

What is the current exit price of the AXA IM Clean Economy Equity AUD managed fund?

The current exit price of the AXA IM Clean Economy Equity AUD managed fund is $1.2303 per unit and the current entry price is $1.2353 per unit (as at 21 Aug 2025).

What is the minimum investment amount for the AXA IM Clean Economy Equity AUD managed fund?

The minimum initial investment amount for the AXA IM Clean Economy Equity AUD managed fund is $25,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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