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AXA Framlington American Growth Acc

Performance History28/02/2017
Growth of 1,000 (GBP) Advanced Graph
AXA Framlington American Growth Acc
Fund29.216.58.916.37.4
+/-Cat-1.3-0.10.2-5.90.6
+/-B’mrk-1.8-3.6-2.9-11.40.5
 
Key Stats
NAV
22/03/2017
 GBX 522.80
Day Change -1.21%
Morningstar Category™ US Large-Cap Growth Equity
IA (formerly IMA) Sector North America
ISIN GB0003509212
Fund Size (Mil)
28/02/2017
 GBP 562.13
Share Class Size (Mil)
21/03/2017
 GBP 179.49
Max Initial Charge 5.25%
Ongoing Charge
17/02/2017
  1.57%
Morningstar Research
Analyst Report

This fund remains a solid choice for investors seeking equity growth exposure underpinned by an experienced manager and a robust process. Stephen Kelly has run the fund since Feb 1997, shortly after joining the firm from Capel Cure Myers. He has...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformanceNeutral
PricePositive
Investment Objective: AXA Framlington American Growth Acc
The fund seeks capital growth through investment principally in US, Canadian and Mexican large and medium capitalisation companies which, in the Manager's opinion, show above average profitability, management quality and growth.
Returns
Trailing Returns22/03/2017
YTD6.50
3 Years Annualised14.96
5 Years Annualised13.60
10 Years Annualised11.30
12 Month Yield 0.00
Management
Manager Name
Start Date
Stephen Kelly
01/02/1997
Inception Date
31/12/1992
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 Growth TR USDRussell 1000 Growth TR USD
Portfolio Profile for  AXA Framlington American Growth Acc28/02/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.340.0096.34
Bond0.000.000.00
Property0.000.000.00
Cash4.590.933.66
Other0.000.000.00
Top 5 Regions%
United States99.71
Canada0.29
Japan0.00
Australasia0.00
Asia - Developed0.00
Top 5 Sectors%
Technology36.06
Consumer Cyclical18.13
Healthcare16.28
Financial Services10.79
Industrials7.13
Top 5 HoldingsSector%
Apple IncTechnologyTechnology6.15
Alphabet Inc CTechnologyTechnology5.00
Microsoft CorpTechnologyTechnology4.63
Facebook Inc ATechnologyTechnology3.24
Amazon.com IncConsumer CyclicalConsumer Cyclical2.94
AXA Framlington American Growth Acc