AXA Framlington Managed Income Fund R Gross IncRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.5 | 6.9 | -9.3 | 8.4 | 0.1 | |
+/-Cat | -2.6 | -1.2 | 1.1 | 0.9 | -0.4 | |
+/-B’mrk | -3.8 | -1.1 | -0.1 | -0.8 | -1.1 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 28/03/2024 | GBX 94.88 | |
Day Change | -0.01% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00B54CCT91 | |
Fund Size (Mil) 29/02/2024 | GBP 275.82 | |
Share Class Size (Mil) 28/03/2024 | GBP 0.81 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 1.19% |
Investment Objective: AXA Framlington Managed Income Fund R Gross Inc |
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 | ||
Jamie Forbes-Wilson 03/06/2019 | ||
Phil Roantree 22/01/2024 | ||
Inception Date 21/06/2011 |
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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 R Gross Inc | 29/02/2024 |
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