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You are here: Manager factsheet

Anne Tolmunen
AXA IM UK, AXA Investment Managers
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Manager profile
Anne Tolmunen co-manages the AXA ACT People & Planet Equity and Social Progress strategy together with Anna Väänänen and specialises on healthcare. Since August 2012, Anne has been Portfolio Manager in Global Equities, joining AXA IM Equity in September 2009 as an Equity Analyst. Prior to that, Anne worked as a Strategic Auditor within the Global Internal Audit team of AXA IM and as a Programme Manager. Previously, Anne worked for over 4 years in the Global Inspection team of Société Générale Bank. Anne holds a Master's degree from ESSEC, a French Business School. She is also a CFA charter holder.
Total return for Anne Tolmunen
Manager career performance
Discrete calendar year performance : Anne Tolmunen

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Anne Tolmunen 17.4 -14.0 -24.9 25.0 6.2 9.4 4.9 2.6 - -
Peer Group Composite 20.9 2.8 -7.8 27.4 3.3 9.0 1.3 6.3 - -
Over / Under -3.5 -16.8 -17.1 -2.4 2.9 0.4 3.6 -3.7 - -
Performance vs peer group composite: Anne Tolmunen
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA ACT People & Planet Equity Co-managed UT Global since Sep 30 2023 to present
AXA World Funds ACT Social Progress Co-managed FO Equity - International since Sep 30 2023 to present
Funds managed previously
Fund Periods
AXA World Funds ACT Social Progress since Jun 26 2017 to Sep 30 2023
AXA World Funds ACT Social Progress since Jun 23 2017 to Jan 03 2022
AXA ACT People & Planet Equity since Apr 06 2023 to Jan 21 2024
AXA World Funds ACT Social Progress since Feb 28 2017 to Jun 22 2017
AXA World Funds Framlington Talents Global since Jun 18 2018 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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