AXA Framlington American Growth Z Inc
Latest (Mid) Price:
GBX 483.20
Day Change:
+0.56%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 803,745,600.00 | Launch Date | 23/12/1992 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 100,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B4152K59 | Min Topup (£) | 5,000.00 | Ongoing Charge (%) | 0.8200 (on 03/04/2020) |
Fund Objective
The aim of this Fund is to provide long-term capital growth.
Fund Managers
Stephen Kelly
Stephen joined AXA Investment Managers in 1997 as a fund manager on the US Desk, responsible for the US Growth funds. He is lead manager for the AXA Framlington American Growth Fund. Previously, he worked at Olliff & Partners as a trainee in the equity research department, where he covered the UK paper and packaging sector. In 1992 he joined the US Desk at Capel Cure Myers as an assistant fund manager before being promoted in 1995 to fund manager. Stephen graduated from the University of Exeter in 1990 with an honours degree in Economics.
David Shaw
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Consumer Discretionary | 20.00% |
| Consumer Staples | 1.00% |
| Energy | 0.00% |
| Financial Services | 13.00% |
| Health Care | 17.00% |
| Materials & Processing | 1.00% |
| Money Market | 3.00% |
| Producer Durables | 5.00% |
| Technology | 35.00% |
Top 10 Holdings
| Name | Weight |
|---|---|
| APPLE INC | 5.00% |
| MICROSOFT CORP | 5.00% |
| AMAZON.COM INC | 4.00% |
| ALPHABET INC | 3.00% |
| FACEBOOK INC | 2.00% |
| FIRST REPUBLIC BANK SAN FRANCI | 1.00% |
| GLOBAL PAYMENTS INC | 1.00% |
| INTERCONTINENTAL EXCHANGE INC | 1.00% |
| SALESFORCE.COM INC | 1.00% |
| VISA INC | 1.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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