AXA Framlington UK Select Opportunities Fund - D AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 0.0 | 3.0 | |
+/-Cat | - | - | - | -8.0 | -1.3 | |
+/-B’mrk | - | - | - | -7.6 | -3.1 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 03/05/2024 | GBP 37.21 | |
Day Change | 0.98% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BPX35T46 | |
Fund Size (Mil) 28/03/2024 | GBP 588.90 | |
Share Class Size (Mil) 30/06/2023 | GBP 36.38 | |
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 02/02/2021 | ||
Chris St John 08/01/2019 | ||
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 | 30/04/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 5.26 |
Shell PLC | Energy | 4.34 |
GSK PLC | Healthcare | 4.02 |
BP PLC | Energy | 3.85 |
London Stock Exchange Group PLC | Financial Services | 3.34 |
Increase Decrease New since last portfolio | ||
AXA Framlington UK Select Opportunities Fund - D Accumulation |