AXA Framlington Global Thematics Fund Z Inc

Name
AXA Framlington Global Thematics Fund Z Inc
Manager
AXA Investment Managers UK Ltd
Type
Unit Trust
ISIN
GB00BRJZVP64
Sector
Global
Launched
19/01/2015
OCF
0.86 %
Risk Rating
4
3 Year Sharpe
1.20
3 Year Alpha
-0.96
Yield
0.2 %
Benchmark
MSCI World NR GBP
The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of listed companies which are based anywhere in the world (including countries which the Manager considers to be emerging markets) and which the Manager believes will provide above-average returns. The Fund invests principally in large and medium-sized companies. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth taking into account the company’s exposure to long-term themes influencing the global economy.
Holding %
AIA Group Ltd 3.47 %
Visa Inc Class A 3.42 %
Microsoft Corp 3.24 %
Taiwan Semiconductor Manufacturing Co Ltd 3.14 %
Facebook Inc A 2.99 %
Alibaba Group Holding Ltd ADR 2.91 %
Alphabet Inc Class C 2.83 %
Kingspan Group Plc Common Stock Eur.13 2.58 %
Amazon.com Inc 2.56 %
Hoya Corp 2.51 %
Region %
United States 57.96 %
Eurozone 10.57 %
Asia - Emerging 10.31 %
Japan 10.20 %
Asia - Developed 6.70 %
Sector %
Technology 38.21 %
Financial Services 16.49 %
Healthcare 16.28 %
Industrials 12.99 %
Consumer Cyclical 7.44 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Timothy Short
Joined 03/31/2007

Short is employed by SG Asset Management UK and serves as a member of the global equity team. He joined TCW in 1997 as an analyst/dealer assisting the European equity portfolio managers. Prior to that, he worked at SBC Warburg in the international equities division, covering UK and European equity trading, systems management and internal cost control. Previously, Short worked as an investment analyst with Jones Lang Wootton Fund Management in London.

Mark Tinker
Joined 11/01/2006

Mark joined AXA Framlington in November 2006 as a portfolio manager for Global Equity. Previously, he was at Execution Limited, where he worked as Global Strategist from 2002. Before this, he spent 4 years at Commerzbank as Head of Equity and Debt Strategy, having spent the years 1994 to 1998 first with HSBC James Capel, joining the foremost research house in Europe as Head of UK Strategy, and then with UBS Warburg, where he ran their Pan European Equity Strategy team. Mark began his career as an economist at Williams and Glynn (now RBS) and then CS Buckmaster and Moore, before moving to Equity Strategy at Kleinwort Benson. Mark graduated with an honours degree from Durham University in 1983.

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