AXA Framlington Managed Balanced Fund Z GBP Inc

AXA Framlington Managed Balanced Fund Z GBP Inc
AXA Investment Managers UK Ltd
Unit Trust
Mixed Investment 40-85% Shares
0.7 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.2 %
IA Mixed Invest 40 - 85% Shares
The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of listed companies which the Manager believes will provide above-average returns. The Fund invests in companies of any size and based anywhere in the world. The Manager seeks to reduce the impact on the Fund of fluctuations in value of equity markets by investing in bonds issued by companies or governments. The Fund’s typical asset mix ranges between 60 – 85% of its Net Asset Value in shares, with the remainder being mainly in bonds and cash. The Manager selects shares and corporate bonds based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth.
Holding %
AXA Framlington Emerging Mkts R GBP Acc 2.30 %
Japan (Government Of) 0.1% 1.86 %
AstraZeneca PLC 1.81 %
GlaxoSmithKline PLC 1.58 %
Reckitt Benckiser Group PLC 1.39 %
United Kingdom of Great Britain and Northern Ireland 0.88% 1.25 %
United States Treasury Notes 1.5% 1.23 %
BP PLC 1.19 %
Diageo PLC 1.18 %
United States Treasury Bonds 5.38% 1.15 %
Region %
United Kingdom 40.83 %
United States 24.72 %
Eurozone 11.86 %
Japan 8.49 %
Europe - ex Euro 6.52 %
Sector %
Healthcare 21.67 %
Financial Services 16.53 %
Technology 13.83 %
Industrials 12.62 %
Consumer Defensive 9.51 %
Consumer Cyclical 9.06 %
Communication Services 5.82 %
AXA Investment Managers UK Ltd
EC1A 7NX, London, United Kingdom
Legal Structure
Unit Trust


Nick Hayes
Joined 11/02/2015

Nick Hayes joined New Star in 2002 and has developed his fund management skills alongside his highly-rated fixed income colleagues, James Gledhill and Philip Roantree. Prior to joining New Star, Nick worked at WPP Group. Nick holds a BA in French and Spanish from Trinity College, Dublin.

Jamie Hooper
Joined 11/02/2015

Jamie joined AXA Framlington in November 2006 and is a fund manager covering UK Growth. Prior to a career in asset management, Jamie worked for Barclays plc for 8 years as a senior corporate advances analyst. He has managed both Institutional and Retail mandates (including Investment Trusts) for the past 7 years. In 1995 Jamie joined the group which subsequently evolved through numerous mergers into the current F&C Asset Management plc.

Data provided by Morningstar.

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