AXA Framlington UK Mid Cap Fund R GBP IncomeRegister to Unlock Ratings |
Performance History | 31/07/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -15.4 | 35.2 | -2.6 | 15.5 | -16.1 |
![]() | +/-Cat | -0.5 | 4.4 | 0.3 | 0.7 | 0.5 |
![]() | +/-B’mrk | -0.3 | 4.4 | 5.9 | -2.9 | -2.8 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: FTSE 250 Ex Investment Trus... |
Key Stats | ||
NAV 12/08/2022 | GBX 253.50 | |
Day Change | 0.12% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B5901V32 | |
Fund Size (Mil) 30/06/2022 | GBP 467.59 | |
Share Class Size (Mil) 12/08/2022 | GBP 0.12 | |
Max Initial Charge | - | |
Ongoing Charge 18/02/2022 | 1.58% |
Investment Objective: AXA Framlington UK Mid Cap Fund R GBP Income |
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 Income | 30/06/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.10 |
![]() | ![]() | 2.92 |
![]() | ![]() | 2.74 |
![]() | ![]() | 2.62 |
![]() | ![]() | 2.50 |
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AXA Framlington UK Mid Cap Fund R GBP Income |