AXA Framlington Health Z Inc
Latest (Mid) Price:
GBX 171.50
Day Change:
+0.12%
| Shares Class | Inc. |
|---|---|
| Yield | 0.23 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 578,197,300.00 | Launch Date | 27/02/1987 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 100,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BRJZVQ71 | Min Topup (£) | 5,000.00 | Ongoing Charge (%) | 0.8200 (on 19/02/2020) |
Fund Objective
The Fund aims to provide long-term capital growth.
Fund Managers
Dani Saurymper
Dani Saurymper joined AXA IM in April 2015 as fund manager for the AXA Framlington Health fund. He joined from Barclays Capital where he was a senior equity research analyst covering European Healthcare. Prior to this he covered global healthcare at Nomura as a sector specialist and was a senior pharmaceutical analyst at Goldman Sachs for nine years covering European Pharmaceuticals. Dani graduated from Leeds University with a BSc in Management Studies and Pharmacology and holds an MSc in International Business from the Manchester School of Management, UMIST.
Asset Breakdown
| Name | Weight |
|---|---|
| Europe ex UK Equities | 12.00% |
| Japanese Equities | 2.00% |
| Money Market | 0.00% |
| North American Equities | 76.00% |
| UK Equities | 7.00% |
Region Breakdown
| Name | Weight |
|---|---|
| Europe ex UK | 12.00% |
| Japan | 2.00% |
| Money Market | 0.00% |
| North America | 76.00% |
| UK | 7.00% |
Sector Breakdown
| Name | Weight |
|---|---|
| Biotechnology/Medical | 6.00% |
| Health Care | 2.00% |
| Healthcare & Medical Products | 3.00% |
| Hospital | 2.00% |
| Money Market | 0.00% |
| Pharmaceuticals | 35.00% |
Top 10 Holdings
| Name | Weight |
|---|---|
| UNITEDHEALTH GROUP INC | 5.00% |
| MERCK & CO INC(NEW) | 4.00% |
| ROCHE HLDG AG | 4.00% |
| ASTRAZENECA PLC | 3.00% |
| HORIZON THERAPEUTICS PLC | 3.00% |
| THERMO FISHER SCIENTIFIC INC | 3.00% |
| ALEXION PHARMACEUTICALS INC | 2.00% |
| MEDTRONIC INC | 2.00% |
| PFIZER INC | 2.00% |
| TAKEDA PHARMACEUTICAL CO | 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.
Fund data supplied by
