AXA Framlington UK Growth Fund Z GBP Acc

Name
AXA Framlington UK Growth Fund Z GBP Acc
Manager
AXA Investment Managers UK Ltd
Type
Unit Trust
ISIN
GB00B51R1233
Sector
UK All Companies
Launched
22/06/2011
OCF
0.84 %
Risk Rating
3
3 Year Sharpe
0.23
3 Year Alpha
4.68
Yield
1.9 %
Benchmark
FTSE AllSh TR GBP
The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of UK listed companies 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.
Holding %
AstraZeneca PLC 6.16 %
GlaxoSmithKline PLC 5.34 %
Reckitt Benckiser Group PLC 4.71 %
Diageo PLC 4.02 %
BP PLC 4.00 %
Rentokil Initial PLC 3.47 %
London Stock Exchange Group PLC 2.88 %
Experian PLC 2.78 %
IG Group Holdings PLC 2.77 %
Smith & Nephew PLC 2.50 %
Region %
United Kingdom 97.59 %
Sector %
Healthcare 21.60 %
Financial Services 21.26 %
Industrials 15.37 %
Technology 10.67 %
Consumer Defensive 9.02 %
Consumer Cyclical 6.33 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Jamie Hooper
Joined 11/01/2006

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.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.