AXA Framlington UK Mid Cap Z Acc

Name
AXA Framlington UK Mid Cap Z Acc
Manager
AXA Investment Managers UK Ltd
Type
Unit Trust
ISIN
GB00B64W4Q70
Sector
UK All Companies
Launched
04/03/2011
OCF
0.84 %
Risk Rating
3
3 Year Sharpe
-0.04
3 Year Alpha
3.55
Yield
1.8 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
The aim of this Fund is to provide long-term capital growth. The Fund has at least 70% of its investments in shares of companies domiciled, incorporated or having significant business in the UK which the Manager believes will provide above-average returns. The Fund invests primarily in 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 %
Bellway PLC 2.61 %
Grainger PLC 2.49 %
Dunelm Group PLC 2.26 %
Homeserve PLC 2.22 %
Breedon Group PLC 2.21 %
Safestore Holdings PLC 2.18 %
Polypipe Group PLC 2.17 %
Marshalls PLC 2.12 %
Spirent Communications PLC 2.06 %
QinetiQ Group PLC 2.05 %
Region %
United Kingdom 93.98 %
Sector %
Industrials 23.43 %
Consumer Cyclical 14.33 %
Financial Services 10.71 %
Communication Services 10.68 %
Real Estate 9.89 %
Technology 8.81 %
Basic materials 7.31 %
Healthcare 7.09 %
Name
AXA Investment Managers UK Ltd
Address
EC1A 7NX, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Chris St John
Joined 03/04/2011

Data provided by Morningstar.

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