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
1.14
3 Year Alpha
-4.39
Yield
0 %
Benchmark
Russell 1000 Growth TR USD
The fund seeks capital growth through investment principally in US, Canadian and Mexican large and medium capitalisation companies which, in the Manager's opinion, show above average profitability, management quality and growth.The Fund invests principally in large and medium-sized companies listed in the US. The Fund may also invest in other transferable securities and units in collective investment schemes. The Fund may use derivatives for Efficient Portfolio Management. Use may be made of borrowing, cash holdings, hedging and other investment techniques permitted in the applicable Financial Conduct Authority rules.
Holding %
Apple Inc 7.78 %
Microsoft Corp 6.12 %
Alphabet Inc Class C 5.59 %
Amazon.com Inc 4.81 %
Facebook Inc A 2.62 %
Visa Inc Class A 2.57 %
UnitedHealth Group Inc 2.23 %
American Tower Corp 1.79 %
Salesforce.com Inc 1.66 %
The Cooper Companies Inc 1.63 %
Region %
United States 100.00 %
Sector %
Technology 36.20 %
Healthcare 18.65 %
Consumer Cyclical 16.51 %
Financial Services 8.63 %
Industrials 7.78 %
Energy 5.70 %
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.

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