AXA Framlington Global Technology A Acc
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 1,432,322,500.00 | Launch Date | 16/04/1999 | Standard Initial Charge (%) | 5.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.50 |
Sector | IMA UK Equity Income | Min Investment (£) | 1,000,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BP8XZD38 | Min Topup (£) | 5,000.00 | Ongoing Charge (%) | 0.5700 (on 19/02/2020) |
The Fund invests in shares of listed companies engaged in the research; design and development of technologies in all sectors including IT and the internet which the fund manager believes will provide above-average returns. The Fund invests in companies of anysize which can be based anywhere in the world; albeit the Fund tends to be biased towards the US as this is where the majority of technology related companies are based. The fund manager selects shares based upon analysis of a company's financial status; quality of its management; expected profitability and prospects for growth. The fund manager has full discretion to select investments for the Fund in line with the above investment policy andin doing so may take into consideration the MSCI World InformationTechnology Index.
Jeremy Gleeson
Jeremy joined AXA Investment Managers in July 2007 and is the lead fund manager of the AXA Framlington Global Technology Fund. In 2017 he was named winner of the Tech Fund Manager of the Year Award at the UK Tech Awards. Previously he was named winner of the Investment Week Tech & Telecoms Fund Manager of the Year Award for 2011 and 2012. Previously, he was a senior portfolio manager at Close Investments (formerly Reabourne Technology), a subsidiary of Close Brothers Group PLC, from 2003 to 2007, having been a portfolio manager for the previous three years and an assistant portfolio manager from 1997 to 2000 with Reabourne Technology. During his time at Close Investments / Reabourne, Jeremy was the lead fund manager on several technology funds and won the FTSE techMARK Technology Fund Manager of the Year award in 2003 and 2005. Jeremy holds a BSc (Hons) in Mathematics (1st class) and an MSc. in Systems Engineering from Cardiff University (1992-1996). He is also a CFA charterholder.
Tom Riley
Name | Weight |
---|---|
Europe ex UK Equities | 1.00% |
Global Emerging Market Equitie | 7.00% |
Money Market | 2.00% |
North American Equities | 87.00% |
UK Equities | 2.00% |
Name | Weight |
---|---|
Europe ex UK | 1.00% |
Global Emerging Markets | 7.00% |
Money Market | 2.00% |
North America | 87.00% |
UK | 2.00% |
Name | Weight |
---|---|
Communications Equipment | 4.00% |
Hardware | 9.00% |
Healthcare & Medical Products | 1.00% |
Information Technology | 13.00% |
Leisure | 1.00% |
Media | 10.00% |
Money Market | 2.00% |
Property Shares | 1.00% |
Retail | 4.00% |
Semi Conductors | 20.00% |
Software | 29.00% |
Name | Weight |
---|---|
APPLE INC | 7.00% |
ALPHABET INC | 5.00% |
QUALCOMM INC | 3.00% |
VISA INC | 3.00% |
FACEBOOK INC | 2.00% |
FIVE9 INC | 2.00% |
PAYPAL HLDGS INC | 2.00% |
PROOFPOINT INC | 2.00% |
SALESFORCE.COM INC | 2.00% |
SERVICENOW INC | 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.