AXA Framlington UK Mid Cap Fund - R AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.6 | 15.4 | -25.0 | 4.3 | 3.8 | |
+/-Cat | 0.4 | 0.6 | -2.9 | -1.7 | 2.2 | |
+/-B’mrk | - | - | - | -12.3 | 0.8 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 23/04/2024 | GBX 259.10 | |
Day Change | 1.09% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B5032Q31 | |
Fund Size (Mil) 29/02/2024 | GBP 342.72 | |
Share Class Size (Mil) 23/04/2024 | GBP 1.18 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 1.57% |
Investment Objective: AXA Framlington UK Mid Cap Fund - R 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 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 | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington UK Mid Cap Fund - R Accumulation | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Serco Group PLC | Industrials | 3.11 |
Cranswick PLC | Consumer Defensive | 3.09 |
Dunelm Group PLC | Consumer Cyclical | 2.59 |
Chemring Group PLC | Industrials | 2.59 |
Hill & Smith PLC | Industrials | 2.59 |
Increase Decrease New since last portfolio | ||
AXA Framlington UK Mid Cap Fund - R Accumulation |