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
0.96
3 Year Alpha
-2.29
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 %
Alibaba Group Holding Ltd ADR 3.14 %
Fidelity National Information Services Inc 3.12 %
Alphabet Inc Class C 2.85 %
Facebook Inc A 2.75 %
AIA Group Ltd 2.72 %
Kerry Group PLC ADR 2.71 %
Visa Inc Class A 2.65 %
Hoya Corp 2.64 %
ServiceNow Inc 2.62 %
PayPal Holdings Inc 2.61 %
Region %
United States 69.41 %
Asia - Emerging 9.92 %
Japan 5.81 %
Asia - Developed 5.24 %
Sector %
Technology 34.89 %
Healthcare 16.86 %
Financial Services 13.72 %
Industrials 11.29 %
Consumer Cyclical 9.76 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Amanda O'Toole
Joined 05/14/2018
Mark Hargraves
Joined 10/01/2013

Mark attended the University of Bristol gaining a Geography BSc (Hons). In 2000, he obtained a Masters in Finance from the London Business School. He is also a member of the UK Society of Investment Professionals. Mark spent two years working for Abbey National plc and then moved to Hambros Fund Management as assistant portfolio manager European Equities. In 1997, he joined United Friendly Asset Management as a fund manager for European Equities. Mark joined AXA Framlington as a fund manager in June 2000.

Data provided by Morningstar.

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