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AXA People & Planet Equity S Inc GBP

ISIN: GB00BMGMLP51 | MEX: AXABNB | CITI: R90J

  • Buy 101.2 GBX

  • Sell 101.2 GBX

  • Price Change 0.09890%

Past Performance

  • 6th May 2020 to 6th May 2021-
  • 6th May 2021 to 6th May 2022-
  • 6th May 2022 to 6th May 2023-
  • 6th May 2023 to 6th May 20245.48%
  • 6th May 2024 to 6th May 20252.30%
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Objectives and Approach

This fund has a dual objective: it aims to make a measurable positive impact on society (people) and the environment (planet) while also providing capital growth over the long term. Our targeted outcomes: Energy Transition - Moving towards a low-carbon economy; Biodiversity Protection - Halting biodiversity loss; Social Progress - Improving living standards for all. We aim to make an impact on our targeted outcomes in two ways: Asset contribution – Investing in companies listed in developed and emerging markets providing products or services that directly support one or more of our targeted outcomes; and are widely available and produced at scale. Investor contribution – Actively engaging with the companies we invest in to help enhance their impact on our targeted outcomes and providing additional capital. We recognise that there may be unintended negative consequences of pursuing our impact goals; for example, in the context of healthcare solutions, treatments for serious conditions like diabetes and obesity may be misused for cosmetic weight-loss purposes, risking unnecessary side effects and diverting care from patients. We aim to minimise these negative impacts by taking a comprehensive view of a company's overall impact before investing, including considerations on supply chain and product life cycle.

Key Information

Inception 13th Apr 2023
Historic Yield 0.8180%
Sector IA Global
Fund Size £24.937mn
Fund Type UNIT
Classification Income

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		0.4724%
Initial Charge 0%
AMC 0.25%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		0.4724%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        6.67% -7.07% -0.82% 2.30% - -

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      438,218 bytes PDF Document; last updated 31 Mar 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      68,951 bytes PDF Document; last updated 19 Mar 2025
      Consumer Facing Disclosure Report
      CONSUMER FACING DISCLOSURE REPORT
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      639,911 bytes PDF Document; last updated 30 Nov 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      606,062 bytes PDF Document; last updated 31 May 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,886,720 bytes PDF Document; last updated 11 Apr 2025
      GET ADOBE READER

      Management Team

      Anna Väänänen Ashley Keet Thomas Atkinson Anna Vaananen

      Anna Väänänen has managed this fund for 7 months.

      Anna Väänänen Anna Väänänen is the Head of Listed Impact Equity at AXA IM and co-manages the AXA ACT People & Planet Equity, AXA WF ACT Clean Economy, AXA ACT Framlington Clean Economy, AXA WF ACT Biodiversity and AXA ACT WF Social Progress strategies together with Tom Atkinson, Ashley Keet and Anne Tolmunen. She specialises on agriculture, food, and automation. Anna joined AXA IM in 2023 from Mirova, an affiliate of Natixis Investment Managers, heading the Mirova's Global Environmental team and managing various global sustainable and impact strategies including Global Environmental and Future of Food. Preceding that she was a senior portfolio manager at Credit Suisse Asset Management in Zurich managing different thematic equity strategies in both developed and emerging markets. Prior to this she was a fund manager at FIM Asset Management and at Tapiola Asset Management. She started her career in 1995 investment banking working as a sell side analyst at Salomon Brothers and Carnegie Investment Bank. Anna holds a Master of Social Science from the University of Helsinki, majoring in Economics.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Anna

      Name of Security Sole/Co Managed Since
      AXA Pepl&PltEq Co Sep 2023
      AXA ACTFramgtnClnEco Co Sep 2023
      AXA ACTCE Co Sep 2023
      AXA ACTFramgtnClnEco Co Sep 2023

      Ashley Keet has managed this fund for 7 months.

      Ashley Keet Ashley Keet co-manages the AXA ACT People & Planet Equity, AXA ACT Framlington Clean Economy, AXA WF ACT Clean Economy, and AXA WF ACT Biodiversity strategies, together with Anna Väänänen and Tom Atkinson, and specialises on semiconductors and software. Ashley joined AXA IM in 2016 as an Investment Analyst in the Equities Investment Analytics Team with a specific focus on global sector, thematic and funds. Ashley was a key contributor to the development of the thematic fund range and was promoted to portfolio manager within the impact team in September 2021. Prior to joining AXA IM, he was an Investment Risk Analyst at T. Rowe Price and started his career as a fund manager's assistant at Clarkson Fund Management in 2008. Ashley graduated with a bachelor's degree in economics from the University of Surrey.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Ashley

      Name of Security Sole/Co Managed Since
      AXA Pepl&PltEq Co Sep 2023
      AXA ACTFramgtnClnEco Co Sep 2023
      AXA ACTCE Co Sep 2023
      AXA ACTFramgtnClnEco Co Sep 2023

      Thomas Atkinson has managed this fund for 7 months.

      Thomas Atkinson Tom Atkinson co-manages the AXA ACT People & Planet Equity, AXA ACT Framlington Clean Economy, AXA WF ACT Clean Economy, and AXA WF ACT Biodiversity strategies, together with Anna Väänänen, Ashley Keet, and Anne Tolmunen, and specialises in utilities, renewables, and industrials. Tom joined AXA IM in 2022 from Newton Investment Management where he was a global research analyst generating investment ideas for a variety of different equity strategies since joining as a graduate trainee in 2014. Tom chaired Newton's “Earth Matters” theme group, leading strategic thinking on environmental topics. Tom holds a BA (Hons) in Geography from Durham University and an MSc in Environment and Development from the London School of Economics and Political Science. Tom is also a CFA Charterholder. Tom sits on the Finance for Biodiversity Foundation's Positive Impact working group, looking for solutions to measuring companies' positive contribution to biodiversity.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Thomas

      Name of Security Sole/Co Managed Since
      AXA Pepl&PltEq Co Sep 2023
      AXA ACTFramgtnClnEco Co Sep 2023
      AXA ACTCE Co Sep 2023
      AXA ACTFramgtnClnEco Co Sep 2023

      Anna Vaananen has managed this fund for 7 months.

      Anna Vaananen There is currently no biography information for Anna Vaananen.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Anna

      Name of Security Sole/Co Managed Since
      AXA Pepl&PltEq Co Sep 2023

      Investment involves risk. You may get back less than invested.