AXA Framlington Managed Income Fund Z Gross AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.0 | 8.6 | -8.9 | 8.9 | 1.8 | |
+/-Cat | -2.1 | 0.6 | 1.6 | 1.4 | -0.1 | |
+/-B’mrk | -3.3 | 0.6 | 0.4 | -0.3 | -0.4 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/05/2024 | GBX 202.60 | |
Day Change | -0.10% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00B7H1PG56 | |
Fund Size (Mil) 13/05/2024 | GBP 273.90 | |
Share Class Size (Mil) 13/05/2024 | GBP 182.16 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.69% |
Investment Objective: AXA Framlington Managed Income Fund Z Gross Acc |
The aim of this Fund is to produce a high income with potential for long-term growth of capital over a period of 5 years or more. The Fund invests primarily in bonds issued by companies (principally UK companies) which the Manager believes will provide above-average income. The Fund may also invest in bonds issued by governments and shares of companies. The Manager selects corporate bonds and 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 | ||
Nick Hayes 31/01/2024 | ||
Phil Roantree 22/01/2024 | ||
Inception Date 16/04/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Sterling Strategic Bond Sector GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington Managed Income Fund Z Gross Acc | 31/03/2024 |
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