AXA Framlington UK Growth R Inc
Shares Class | Inc. |
---|---|
Yield | 1.05 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 1.05 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 124,079,900.00 | Launch Date | 21/12/1992 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB0003509766 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.5900 (on 24/06/2020) |
Capital growth through investment principally in UK large and medium capitalisation companies which, in the Manager's opinion, show above average profitability,management quality and growth.
Jamie Hooper
Jamie Hooper joined AXA Investment Managers in November 2006 and is the lead manager responsible for the AXA Framlington UK Growth Fund and the AXA Framlington Managed Balanced Fund. Jamie joined from Foreign & Colonial (F&C) where he worked initially as a analyst of pan-European financial companies before successfully managing UK equity portfolios for both Institutional and Investment Trust clients (including the ISIS UK Select Trust plc). He joined F&C in 1995 following a career in banking, where Jamie worked for Barclays plc as a senior corporate advances analyst for eight years. Jamie is an Associate of the Chartered Institute of Bankers and the UK Society of Investment Professionals (formerly AIIMR).
Simon Young
Simon manages the AXA Framlington UK Equity Income Fund. He has a bottom up style, searching for businesses with sustainable barriers to entry and focusing on the cashflows generated. Simon started his career at Mercury Asset Management which later became part of BlackRock, managing income and institutional equity funds. Then following a period at Aviva Investors, he founded and managed an investor relations consultancy before joining AXA IM in September 2018.
Name | Weight |
---|---|
Basic Materials | 2.00% |
Consumer Goods | 9.00% |
Consumer Services | 5.00% |
Financials | 27.00% |
Health Care | 17.00% |
Industrials | 18.00% |
Money Market | 0.00% |
Oil & Gas | 6.00% |
Technology | 6.00% |
Telecommunications | 1.00% |
Utilities | 2.00% |
Name | Weight |
---|---|
ASTRAZENECA PLC | 4.00% |
DIAGEO | 4.00% |
CERES POWER HLDGS | 3.00% |
GLAXOSMITHKLINE | 3.00% |
LEGAL & GENERAL GROUP | 3.00% |
LONDON STOCK EXCHANGE GROUP PL | 3.00% |
PROVIDENT FINANCIAL PLC | 3.00% |
PRUDENTIAL PLC | 3.00% |
RECKITT BENCKISER GROUP PLC | 3.00% |
WEIR GROUP PLC (THE) | 2.00% |
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.