AXA Framlington Managed Balanced Fund Z GBP Inc

Name
AXA Framlington Managed Balanced Fund Z GBP Inc
Manager
AXA Investment Managers UK Ltd
Type
Unit Trust
ISIN
GB00B7MQY793
Sector
Mixed Investment 40-85% Shares
Launched
16/04/2012
OCF
0.7 %
Risk Rating
3
3 Year Sharpe
1.02
Yield
1.1 %
Benchmark
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 Emerg Markets Acc 2.55 %
GlaxoSmithKline PLC 1.93 %
AstraZeneca PLC 1.86 %
Japan (Government Of) 0.1% 1.78 %
United Kingdom of Great Britain and Northern Ireland 0.88% 1.20 %
United Kingdom of Great Britain and Northern Ireland 2% 1.16 %
Reckitt Benckiser Group PLC 1.08 %
Royal Dutch Shell PLC B 1.08 %
Prudential PLC 1.05 %
Rentokil Initial PLC 1.02 %
Region %
United Kingdom 42.47 %
United States 23.45 %
Eurozone 10.93 %
Japan 7.96 %
Europe - ex Euro 6.76 %
Sector %
Healthcare 19.52 %
Financial Services 18.07 %
Industrials 13.46 %
Consumer Cyclical 11.61 %
Technology 10.47 %
Consumer Defensive 8.72 %
Energy 5.16 %
Communication Services 5.03 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Jamie Hooper
Joined 01/01/2018

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.

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.

Data provided by Morningstar.

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