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AXA Ethical Distribution

FE Crown Rating

Fund Objective

The aim of this Fund is to achieve growing income with some prospects for capital growth over the medium to long term.

Fund Manager

Richard Marwood

Fund Manager

Domicile

United Kingdom

Sector

Mixed Asset - Balanced

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 109.77m as at 24-May-2013

Downloads

	Provider's own Factsheet
	Manager's Report - Final
	(KIID) Key Investor Information
	Prospectus
	Long Reports - Interim
	Manager's Report - Interim
	(SID) Supplementary Information Document

Unit Name AXA Ethical Distribution Z Acc Add this unit to Basket
Inc/Acc Accumulating Citicode F0I4 Initial Charge 0.00%	Unit Currency GBX ISIN GB0005409262 Annual Charge 0.75%
Mid GBX 132.40	Change (Mid) -0.50 (-0.38%) 24-May-2013
Unit LaunchDate 21-Nov-2008

Unit Name AXA Ethical Distribution Z Inc Add this unit to Basket
Inc/Acc Distributing Citicode F0I5 Initial Charge 0.00%	Unit Currency GBX ISIN GB00B3FKKK57 Annual Charge 0.75%
Mid GBX 166.90	Change (Mid) -0.60 (-0.36%) 24-May-2013
Unit LaunchDate 21-Nov-2008

Unit Name AXA Ethical Distribution R Acc Add this unit to Basket
Inc/Acc Accumulating Citicode F0I6 Initial Charge 5.00%	Unit Currency GBX ISIN GB0005297980 Annual Charge 1.50%
Mid GBX 122.60	Change (Mid) -0.50 (-0.41%) 24-May-2013
Unit LaunchDate 21-Nov-2008

Unit Name AXA Ethical Distribution R Inc Add this unit to Basket
Inc/Acc Distributing Citicode F0I7 Initial Charge 5.00%	Unit Currency GBX ISIN GB00B3FKJZ38 Annual Charge 1.50%
Mid GBX 163.00	Change (Mid) -0.70 (-0.43%) 24-May-2013
Unit LaunchDate 21-Nov-2008

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	10.45	4.25	13.20	23.69	38.47	-
Sector	11.04	4.64	13.00	19.47	24.30	17.38

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	12.82	0.76	10.75	20.62	-
Sector	7.94	-4.90	10.69	15.23	-21.01

Asset Allocation

Asset Class

% of Fund

UK Equities

56.26

UK Index-Linked

36.52

Money Market

4.65

UK Gilts

2.49

International Equities

0.08

Regional Breakdown

Region

% of Fund

95.27

Cash

4.65

International

0.08

Sector Breakdown

Sector

% of Fund

96.15

AAA

3.85

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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AXA Ethical Distribution fund becomes a top quartile performer

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