AXA Framlington Global Technology Fund Z GBP Inc

Name
AXA Framlington Global Technology Fund Z GBP Inc
Manager
AXA Investment Managers UK Ltd
Type
Unit Trust
ISIN
GB00B5MQXC30
Sector
Technology and Telecommunications
Launched
22/06/2011
OCF
0.82 %
Risk Rating
4
3 Year Sharpe
1.77
3 Year Alpha
1.07
Yield
0 %
Benchmark
MSCI World/Information Tech NR GBP
The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of listed companies engaged in the research, design and development of technologies in all sectors including IT and the internet which the Manager believes will provide above-average returns. The Fund invests in companies of any size which can be based anywhere in the world, albeit the Fund tends to be biased towards the US as this is where the majority of technology related companies are based. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth.
Holding %
Alphabet Inc Class C 8.41 %
Apple Inc 6.79 %
Cisco Systems Inc 4.69 %
Visa Inc Class A 4.40 %
Facebook Inc A 2.70 %
ServiceNow Inc 2.63 %
Amazon.com Inc 2.34 %
Qualcomm Inc 2.27 %
Zendesk Inc 2.24 %
Salesforce.com Inc 2.14 %
Region %
United States 88.67 %
Sector %
Technology 85.76 %
Financial Services 6.89 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Jeremy Gleeson
Joined 07/02/2007

Jeremy joined AXA Framlington in July 2007 and is the lead fund manager of the AXA Framlington Global Technology and AXA World Funds Framlington Global Technology funds. Previously, he was a senior portfolio manager at Close Investments (formerly Reabourne Technology), a subsidiary of Close Brothers Group PLC, from 2003 to 2007,having been a portfolio manager for the previous three years and an assistant portfolio manager from 1997 to 2000 with Reabourne Technology.During his time at Close Investments / Reabourne, Jeremy was the lead fund manager on several technology funds and won the FTSE techMARK Technology Fund Manager of the Year award in 2003 and 2005.Jeremy holds a BSc (Hons) in Mathematics (1st class) and an MSc. in Systems Engineering from the University of Wales (1992-1996). He is also a CFA charterholder.

Data provided by Morningstar.

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