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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
AXA IM Equity Trust - AXA IM Japan Equity B (¥): holdings, performance and fees
1Y return+26.6%
3Y return+70.0%
5Y return+58.3%
OCF (ongoing charge)1.48%
Top 10 holdings
| Holding | Weight |
|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 4.6% |
| HITACHI,LTD. | 3.5% |
| KEYENCE CORPORATION | 2.8% |
| SONY GROUP CORPORATION | 2.7% |
| TOKYO ELECTRON LIMITED | 2.6% |
| SOMPO HOLDINGS INC | 2.4% |
| ORIX CORPORATION | 2.3% |
| TOYOTA MOTOR CORPORATION | 2.3% |
| ROYAL BK SCOT GRP NON-CUM STG PRF GBP0.01 | 2.2% |
| RESONA HOLDINGS, INC. | 2.2% |
Top sectors
- Industrials25.2%
- Financials16.8%
- Information Technology16.4%
- Consumer Discretionary16.4%
- Communication Services6.9%
Top countries
- Japan98.7%
- Cash1.3%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN