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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
AXA IM Equity Trust - AXA IM US Enhanced Index Equity QI A (US$): holdings, performance and fees
1Y return+17.9%
3Y return+57.9%
5Y return+71.9%
OCF (ongoing charge)0.42%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 8.3% |
| APPLE INC. | 7.1% |
| MICROSOFT CORPORATION | 5.8% |
| ALPHABET INC. | 5.3% |
| AMAZON.COM, INC. | 3.6% |
| BROADCOM INC | 2.8% |
| META PLATFORMS, INC. | 1.8% |
| MICRON TECHNOLOGY, INC. | 1.6% |
| TESLA, INC. | 1.3% |
| LILLY (ELI) & CO | 1.3% |
Top sectors
- Information Technology41.5%
- Financials13.4%
- Industrials9.5%
- Health Care9.3%
- Communication Services8.7%
Top countries
- USA98.6%
- Cash1.4%
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.
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