AXA Framlington Health Fund Z INC

Name
AXA Framlington Health Fund Z INC
Manager
AXA Investment Managers UK Ltd
Type
Unit Trust
ISIN
GB00BRJZVQ71
Sector
Specialist
Launched
19/01/2015
OCF
0.82 %
Risk Rating
4
3 Year Sharpe
0.68
3 Year Alpha
-2.63
Yield
0.2 %
Benchmark
MSCI World/Health Care GR USD
The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of listed healthcare companies including producers of pharmaceuticals, biotechnology firms, medical device and instrument manufacturers, distributors of healthcare products, care providers and managers and other healthcare services companies, 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 healthcare 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 %
UnitedHealth Group Inc 6.43 %
Merck & Co Inc 5.32 %
Anthem Inc 4.04 %
GlaxoSmithKline PLC 3.98 %
Thermo Fisher Scientific Inc 3.69 %
Cigna Corp 3.52 %
Medtronic PLC 3.50 %
Takeda Pharmaceutical Co Ltd 3.26 %
Eli Lilly and Co 3.19 %
Biogen Inc 3.03 %
Region %
United States 78.83 %
Eurozone 7.71 %
Japan 5.82 %
United Kingdom 5.38 %
Sector %
Healthcare 96.57 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Dani Saurymper
Joined 04/30/2016

Dani Saurymper joined AXA IM in April 2015 as Fund Manager for the AXA Framlington Health Fund. He joined from Barclays Capital where he was a senior equity research analyst covering European healthcare.

Data provided by Morningstar.

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