InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AXA IM Sustainable Equity A (H) AUD - Managed fund profile

AXA IM Sustainable Equity A (H) AUD - Managed Fund

Fund Objective
The Fund aims to provide a superior risk adjusted return (total return divided by total risk (before fees; expenses and taxes)) greater than the return of the Benchmark (see below) on a rolling six to eight year basis; while also seeking significantly improved ESG metrics and lower carbon intensity than the Benchmark.
Fund Strategy
The Investment Manager will seek to achieve the investment objective by selecting a diversified portfolio of securities from the Benchmark using proprietary models to reduce exposure to what the Investment Manager believes to be undercompensated sources of risk in the equity market.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.46% 12.74% 13.52% 19.58% 20.49% -% -% -%
Growth return 2.46% -5.38% -4.73% 0.35% 5.4% -% -% -%
Income return 0% 18.12% 18.25% 19.23% 15.09% -% -% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
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
Australian Equities
0.06%
International Equities
98.27%
Cash
1.45%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
AXA IM Sustainable Equity A (H) AUD
Equity Trustees Ltd
ETL8364AU
Equity World - Currency Hedged
Not Rated
Investment Fund
13 Apr 2023
$8.17 million (as at 18 Sep 2025)
$1.1282 (as at 18 Sep 2025)
$1.1248 (as at 18 Sep 2025)
Open
Offer information
Type Description
MER 0.38% (as at 25 Oct 2023)
Indirect Cost Ratio (ICR) - Estimated 0.38% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) Not Available
Minimum initial investment $25,000
Minimum additional investments $5,000.00

FAQs about the AXA IM Sustainable Equity A (H) AUD

The objective of the AXA IM Sustainable Equity A (H) AUD managed fund is The Fund aims to provide a superior risk adjusted return (total return divided by total risk (before fees; expenses and taxes)) greater than the return of the Benchmark (see below) on a rolling six to eight year basis; while also seeking significantly improved ESG metrics and lower carbon intensity than the Benchmark.

The strategy of the AXA IM Sustainable Equity A (H) AUD managed fund is The Investment Manager will seek to achieve the investment objective by selecting a diversified portfolio of securities from the Benchmark using proprietary models to reduce exposure to what the Investment Manager believes to be undercompensated sources of risk in the equity market.

The APIR code of the AXA IM Sustainable Equity A (H) AUD managed fund is ETL8364AU.

AXA IM Sustainable Equity A (H) AUD’s total return last month was 2.46%. This was made up of a growth return of 2.46% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

AXA IM Sustainable Equity A (H) AUD’s total return for the last three months was 12.74%. This was made up of a growth return of -5.38% and an income return of 18.12%%. These returns were calculated as at 31 Aug 2025.

AXA IM Sustainable Equity A (H) AUD’s one-year total return is 19.58%. This was made up of a growth return of 0.35% and an income return of 19.23%. These returns were calculated as at 31 Aug 2025.

AXA IM Sustainable Equity A (H) AUD’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the AXA IM Sustainable Equity A (H) AUD managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AXA IM Sustainable Equity A (H) AUD managed fund is Equity Trustees Ltd.

The AXA IM Sustainable Equity A (H) AUD managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 18 Sep 2025, the size of the AXA IM Sustainable Equity A (H) AUD managed fund was $8.17 million.

The AXA IM Sustainable Equity A (H) AUD managed fund has an inception date of 13 Apr 2023.

The current entry price of the AXA IM Sustainable Equity A (H) AUD managed fund is $1.1282 per unit and the current exit price is $1.1248 per unit (as at 18 Sep 2025).

The current exit price of the AXA IM Sustainable Equity A (H) AUD managed fund is $1.1248 per unit and the current entry price is $1.1282 per unit (as at 18 Sep 2025).

The minimum initial investment amount for the AXA IM Sustainable Equity A (H) 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.