AXA Framlington American Growth Fund Z Acc

Name
AXA Framlington American Growth Fund Z Acc
Manager
AXA Investment Managers UK Ltd
Type
Unit Trust
ISIN
GB00B5LXGG05
Sector
North America
Launched
21/06/2011
OCF
0.82 %
Risk Rating
5
3 Year Sharpe
0.95
3 Year Alpha
-2.04
Yield
0 %
Benchmark
S&P 500 TR USD
The Fund aims to provide long-term capital growth. It invests in shares of companies which the Manager believes will provide above-average returns,  principally in large and medium-sized companies listed in the US. The Manager has full discretion to select investments for the Fund in line with the above investment policy and in doing so may take into consideration the S&P 500 total return index. The fund may also invest in other transferable securities and units in collective investment schemes and may use derivatives for efficient portfolio management.
Holding %
Microsoft Corp 7.76 %
Amazon.com Inc 6.36 %
Apple Inc 5.84 %
Alphabet Inc Class C 4.94 %
Facebook Inc A 2.82 %
Visa Inc Class A 1.98 %
UnitedHealth Group Inc 1.84 %
Danaher Corp 1.65 %
American Express Co 1.60 %
ServiceNow Inc 1.56 %
Region %
United States 99.21 %
Sector %
Technology 30.48 %
Healthcare 23.94 %
Consumer Cyclical 15.86 %
Communication Services 10.38 %
Industrials 6.25 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Stephen Kelly
Joined 02/01/1997

Stephen graduated from the University of Exeter in 1990 with an honours degree in Economics. He joined Olliff & Partners as a trainee in the equity research department where he covered the UK paper and packaging sector. In February 1992 he joined the US Desk at Capel Cure Myers as an assistant Fund Manager and in December 1995 was promoted to Fund Manager.Stephen joined Framlington in 1997 as a Fund Manager on the US Desk responsible for the US and technology.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.