AXA Framlington UK Mid Cap Z Inc

Name
AXA Framlington UK Mid Cap Z Inc
Manager
AXA Investment Managers UK Ltd
Type
Unit Trust
ISIN
GB00B3SYV567
Sector
UK All Companies
Launched
04/03/2011
OCF
0.84 %
Risk Rating
3
3 Year Sharpe
0.79
3 Year Alpha
2.00
Yield
1.5 %
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 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 %
Homeserve PLC 2.56 %
Bellway PLC 2.35 %
Future PLC 2.25 %
Spirent Communications PLC 2.21 %
Marshalls PLC 2.18 %
Ultra Electronics Holdings PLC 2.12 %
Safestore Holdings PLC 2.11 %
Fisher (James) & Sons PLC 1.97 %
Rentokil Initial PLC 1.97 %
Hill & Smith Holdings PLC 1.91 %
Region %
United Kingdom 95.14 %
Sector %
Industrials 25.44 %
Consumer Cyclical 24.94 %
Financial Services 10.96 %
Real Estate 8.35 %
Basic materials 7.76 %
Healthcare 6.22 %
Energy 5.97 %
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.

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.