InvestSMART

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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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.95% 2.71% 5.71% 11.26% 10% 7.77% -% -%
Growth return -1.95% 2.12% 5.1% 10.62% 9.5% 7.44% -% -%
Income return 0% 0.59% 0.61% 0.64% 0.5% 0.33% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 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
95.51%
Australian Equities
1.42%
Cash
1.78%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
AXA IM Clean Economy Equity AUD
ETL8318AU
Equity World Large Blend
star (as at 31 Aug 2025)
Investment Fund
6 Apr 2022
$4.59 million (as at 24 Sep 2025)
$1.2167 (as at 24 Sep 2025)
$1.2118 (as at 24 Sep 2025)
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

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.

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.

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

AXA IM Clean Economy Equity AUD’s total return last month was -1.95%. This was made up of a growth return of -1.95% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

AXA IM Clean Economy Equity AUD’s total return for the last three months was 2.71%. This was made up of a growth return of 2.12% and an income return of 0.59%%. These returns were calculated as at 31 Aug 2025.

AXA IM Clean Economy Equity AUD’s one-year total return is 11.26%. This was made up of a growth return of 10.62% and an income return of 0.64%. These returns were calculated as at 31 Aug 2025.

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 Aug 2025.

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%

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

As at 24 Sep 2025, the size of the AXA IM Clean Economy Equity AUD managed fund was $4.59 million.

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

The current entry price of the AXA IM Clean Economy Equity AUD managed fund is $1.2167 per unit and the current exit price is $1.2118 per unit (as at 24 Sep 2025).

The current exit price of the AXA IM Clean Economy Equity AUD managed fund is $1.2118 per unit and the current entry price is $1.2167 per unit (as at 24 Sep 2025).

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.