AXA Framlington UK Select Opportunities R Acc

Performance History30/06/2019
Growth of 1,000 (GBP) Advanced Graph
AXA Framlington UK Select Opportunities R Acc
Fund8.33.39.6-10.714.7
+/-Cat1.4-7.1-6.51.41.3
+/-B’mrk7.3-13.5-3.5-1.31.7
 
Key Stats
NAV
19/07/2019
 GBX 3651.00
Day Change -0.14%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0003501581
Fund Size (Mil)
30/06/2019
 GBP 1651.65
Share Class Size (Mil)
19/07/2019
 GBP 644.06
Max Initial Charge 5.25%
Ongoing Charge
01/07/2019
  1.58%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

AXA Investment Managers has announced that Nigel Thomas, the long-standing manager of AXA Framlington UK Select Opportunities, is to step down on Dec. 31, 2018, and will retire from the group at the end of March 2019.From the start of 2019, this...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleNeutral
ParentNeutral
ProcessNeutral
PerformanceNeutral
PriceNeutral
Investment Objective: AXA Framlington UK Select Opportunities R Acc
The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of companies, primarily of UK origin, which the 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
Trailing Returns (GBP)19/07/2019
YTD14.67
3 Years Annualised6.85
5 Years Annualised4.98
10 Years Annualised10.87
12 Month Yield 0.29
Management
Manager Name
Start Date
Chris St John
31/12/2018
Inception Date
30/11/1984
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  AXA Framlington UK Select Opportunities R Acc31/05/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.560.0094.56
Bond0.000.000.00
Property0.000.000.00
Cash5.440.005.44
Other0.000.000.00
Top 5 Regions%
United Kingdom92.27
United States5.00
Eurozone1.97
Asia - Emerging0.76
Canada0.00
Top 5 Sectors%
Industrials25.60
Healthcare16.22
Consumer Cyclical14.48
Energy12.76
Financial Services12.75
Top 5 HoldingsSector%
Royal Dutch Shell PLC BEnergyEnergy5.04
London Stock Exchange Group PLCFinancial ServicesFinancial Services3.73
BP PLCEnergyEnergy3.70
Diageo PLCConsumer DefensiveConsumer Defensive3.51
Experian PLCIndustrialsIndustrials3.40
AXA Framlington UK Select Opportunities R Acc
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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