AXA Framlington American Growth Fund Z Acc

AXA Framlington American Growth Fund Z Acc
AXA Investment Managers UK Ltd
Unit Trust
North America
0.82 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
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 % 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 %
AXA Investment Managers UK Ltd
EC1A 7NX, London, United Kingdom
Legal Structure
Unit Trust


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.

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