AXA Framlington UK Mid Cap S Inc
Shares Class | Inc. |
---|---|
Yield | 0.88 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.88 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 525,577,100.00 | Launch Date | 04/03/2011 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.35 |
Sector | IMA UK Equity Income | Min Investment (£) | 1,000,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BDV03L14 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.4400 (on 24/06/2020) |
The aim of this Fund is to provide long-term capital growth.
Dan Harlow
Dan Harlow joined AXA IM in 2010 to manage the UK Smaller Companies fund. He worked alongside Chris St John on the UK Smaller Companies fund from 2010 until Nov 2011. In November 2011 he was appointed co-manager of the AXA Framlington American Growth Fund. Dan returned to the UK Desk as lead portfolio manager of the AXA Framlington UK Smaller Companies fund in June 2016. Prior to joining AXA IM, Dan was Head of UK equities at Montanaro Asset Management, managing UK small cap portfolios including the Montanaro UK Smaller Companies Investment Trust (obtaining a 24% cumulative outperformance of FTSE Small Cap ex IT benchmark from March 2006 to January 2010.) He was also Head of Fund Management and a Board Director. Dan graduated from the University of Southampton in 1999 with a BA (Hons) in History. He completed an MSc in International Relations in 2000.
Chris St John
Chris has been a portfolio manager at Framlington Equities since 2005 responsible for managing UK multi-cap and mid/small cap strategies. Prior to AXA IM, he was Lead Portfolio Manager on institutional and retail FTSE Small Cap portfolios at ISIS (now F&C Asset Management). Chris started his career at PricewaterhouseCoopers in 1995, latterly specialising in valuing unlisted businesses, before moving to Friends, Ivory & Sime as trainee fund manager. Chris holds a degree in Philosophy/Psychology from Durham University; he is also a Chartered Accountant. Chris St John manages the AXA Framlington UK Mid Cap Fund. He also manages the AXA World Fund Framlington UK.
Name | Weight |
---|---|
Basic Materials | 2.00% |
Consumer Goods | 9.00% |
Consumer Services | 18.00% |
Financials | 18.00% |
Health Care | 9.00% |
Industrials | 29.00% |
Money Market | 1.00% |
Oil & Gas | 2.00% |
Technology | 6.00% |
Telecommunications | 1.00% |
Name | Weight |
---|---|
ELECTROCOMPONENTS PLC | 2.00% |
FUTURE PLC | 2.00% |
GRAFTON GROUP PLC | 2.00% |
IWG PLC | 2.00% |
OSB GROUP PLC | 2.00% |
PETS AT HOME GROUP PLC | 2.00% |
TI FLUID SYSTEMS PLC | 2.00% |
WEIR GROUP PLC (THE) | 2.00% |
ASCENTIAL PLC | 1.00% |
DUNELM GROUP PLC | 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.