AXA Framlington UK Select Opportunities Fund - D AccumulationRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 0.0 | 7.0 |
![]() | +/-Cat | - | - | - | -8.0 | -0.9 |
![]() | +/-B’mrk | - | - | - | -7.6 | -1.7 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/06/2024 | GBP 37.63 | |
Day Change | -0.90% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BPX35T46 | |
Fund Size (Mil) 14/06/2024 | GBP 580.42 | |
Share Class Size (Mil) 14/06/2024 | GBP 42.46 | |
Max Initial Charge | - | |
Ongoing Charge 15/09/2023 | 1.17% |
Investment Objective: AXA Framlington UK Select Opportunities Fund - D Accumulation |
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund has at least 70% of its investments in shares of companies domiciled, incorporated or having significant business in the UK which the fund manager believes will provide above-average returns. The Fund invests in companies of any size. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Nigel Yates 01/12/2023 | ||
Chris St John 01/12/2023 | ||
Inception Date 27/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington UK Select Opportunities Fund - D Accumulation | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.13 |
![]() | ![]() | 4.13 |
![]() | ![]() | 3.86 |
![]() | ![]() | 3.41 |
![]() | ![]() | 3.36 |
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AXA Framlington UK Select Opportunities Fund - D Accumulation |