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
2
3 Year Sharpe
0.79
3 Year Alpha
2.40
Yield
1.8 %
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 %
GlaxoSmithKline PLC 6.04 %
AstraZeneca PLC 5.80 %
Reckitt Benckiser Group PLC 3.83 %
Prudential PLC 3.68 %
Rentokil Initial PLC 3.57 %
London Stock Exchange Group PLC 3.52 %
Diageo PLC 3.40 %
Royal Dutch Shell PLC B 2.80 %
Sage Group (The) PLC 2.69 %
BP PLC 2.57 %
Region %
United Kingdom 95.87 %
Sector %
Financial Services 23.24 %
Healthcare 19.87 %
Industrials 14.85 %
Consumer Cyclical 12.80 %
Technology 8.62 %
Energy 7.68 %
Consumer Defensive 7.55 %
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.

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