AXA Framlington UK Mid Cap Fund R GBP AccumulationRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -15.4 | 35.2 | -2.6 | 15.4 | -23.3 |
![]() | +/-Cat | -0.5 | 4.4 | 0.4 | 0.6 | 0.1 |
![]() | +/-B’mrk | -0.3 | 4.5 | 5.9 | -2.9 | -2.7 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: FTSE 250 Ex Investment Trus... |
Key Stats | ||
NAV 05/07/2022 | GBX 245.80 | |
Day Change | -1.25% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B5032Q31 | |
Fund Size (Mil) 31/05/2022 | GBP 530.74 | |
Share Class Size (Mil) 05/07/2022 | GBP 2.49 | |
Max Initial Charge | - | |
Ongoing Charge 18/02/2022 | 1.58% |
Investment Objective: AXA Framlington UK Mid Cap Fund R GBP Accumulation |
The aim of this Fund is to provide long-term capital growth. The Fund has at least 70% of its investments in shares of companies domiciled, incorporated or having significant business in the UK which the Manager believes will provide above-average returns. The Fund invests primarily in medium-sized companies. 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 | ||
Chris St John 04/03/2011 | ||
Dan Harlow 04/03/2011 | ||
Inception Date 21/06/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | FTSE 250 Ex Investment Trust TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington UK Mid Cap Fund R GBP Accumulation | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 2.81 |
![]() | ![]() | 2.80 |
![]() | ![]() | 2.57 |
![]() | ![]() | 2.48 |
![]() | ![]() | 2.39 |
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AXA Framlington UK Mid Cap Fund R GBP Accumulation |