Fund Performance Tool
AXAFinancial’s investment funds consistently outperform the market. In excess of 93%* of AXA Financial investment funds with a track record of 5 years or longer outperformed their peers over a 5 year time horizon (comparison of each investment fund against peer group sector average).
AXA Financial has substantially more investment funds exhibiting this level of out-performance than any of its competitors in Ireland. Indeed, for most competitors, in excess of 50% of their funds offer worse than average performance.AXA Financial offers a real alternative to this mediocrity.
But don’t take our word for it. AXA Financial’s Fund Performance Tool is designed to give you the most up to date information on our complete range of funds. Use the tool below to view the latest fund performance data.
This tool is fully interactive and, by clicking on investment fund sectors, individual funds and model portfolios, you can see how the AXA Financial Tailored Selection of investment funds performs over different time periods.
As you navigate through the performance data you are provided with a description of each investment fund and model portfolio and you can also print the screen and fund factsheets from the Tool by using the “print” and “get pdf” buttons.
Important Notes:
The Fund Performance Tool and performance data are provided for information purposes only and do not constitute investment advice. The data relates to underlying investment funds, which may be accessed through the unit-linked funds available through the Evolution product range underwritten by AXA Life Europe Limited.
All investment fund performance is sourced from Financial Express (“FE”). Whilst reasonable care has been taken in the compilation of the data, it is not warranted to be accurate or complete and has been drawn by FE from sources which are also not warranted to be accurate and complete. The FE compilation of data is provided at your own risk. You agree that neither FE nor AXA Financial Limited (nor any other AXA company) will be responsible for any damages or losses arising from use of this data and that the data must not be relied upon without appropriate verification.
The price performance data is based on a bid to bid basis and doesn’t take into account those management fees or expenses solely applicable to the unit-linked funds available through Evolution product range, or any expenses or taxes which may be applied to individual policies. The price performance data reflects the management fees, expenses and taxes that are relevant and applicable to the respective underlying funds. All performance figures have been rebased to Euros.
Past performance is not a guide to future performance. The value of funds may be affected by changes in currency exchange rates. There is no guarantee of the value of any investment and the amount that an investor gets back may be less than the amount that he of she invests; for instance, whilst the aim of the JPM Capital Preservation Fund is to preserve capital, there is no guarantee that this aim will be met.
No part of the information contained in the Performance Tool may be copied, reproduced, distributed, stored or adapted in any form or by any means without the prior written consent of AXA Financial.
Model Portfolios
A Model Portfolio is an appropriate combination of funds derived from the AXA Financial’s Tailored Selection of Investment Funds. Through an investment planning tool, AXA Financial provides 5 such Model Portfolios*. Each Model Portfolio is designed to match one of 5 risk profiles ranging from 1 to 5 with 1 being the most conservative risk profile and 5 being the least conservative. Model Portfolios are built on the principle that spreading investments across markets, managers, strategies and investment styles opens up the potential for attractive returns with appropriate levels of risk.
*Model Portfolio 1 is for an investment in 100% cash funds and therefore is not shown in the performance tool.
