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AXA Framlington UK Select Opportunities Fund ZI Acc

Performance History30/11/2019
Growth of 1,000 (GBP) Advanced Graph
AXA Framlington UK Select Opportunities Fund ZI Acc
Fund9.14.010.4-10.116.5
+/-Cat2.2-6.3-5.72.1-2.2
+/-B’mrk8.1-12.7-2.7-0.61.2
 
Key Stats
NAV
05/12/2019
 GBX 173.30
Day Change 0.64%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B7FD4C20
Fund Size (Mil)
31/10/2019
 GBP 1538.29
Share Class Size (Mil)
04/12/2019
 GBP 529.99
Max Initial Charge -
Ongoing Charge
07/08/2019
  0.83%
Morningstar Research
Analyst Report

Chris St. John took over AXA Framlington UK Select Opportunities on 31 Dec 2018, following the retirement of long-standing manager Nigel Thomas. The new manager brings lengthy investment experience through his small- and mid-cap background, but...

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 Fund ZI 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)05/12/2019
YTD14.62
3 Years Annualised6.15
5 Years Annualised5.33
10 Years Annualised*9.33
12 Month Yield 1.77
Management
Manager Name
Start Date
Chris St John
01/01/2019
Inception Date
16/04/2012
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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 Fund ZI Acc31/10/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.010.0095.01
Bond0.000.000.00
Property0.000.000.00
Cash4.990.004.99
Other0.000.000.00
Top 5 Regions%
United Kingdom89.42
United States7.75
Eurozone2.03
Asia - Emerging0.80
Canada0.00
Top 5 Sectors%
Industrials20.50
Healthcare17.02
Financial Services12.90
Communication Services12.68
Energy12.31
Top 5 HoldingsSector%
Royal Dutch Shell PLC BEnergyEnergy4.48
GlaxoSmithKline PLCHealthcareHealthcare3.94
Diageo PLCConsumer DefensiveConsumer Defensive3.63
AstraZeneca PLCHealthcareHealthcare3.52
BP PLCEnergyEnergy3.33
AXA Framlington UK Select Opportunities Fund ZI Acc
* This share class has performance data calculated prior to the inception date, 2012-04-16. This is based upon a simulated/extended track record, using the track record of AXA Framlington UK Select Opps R Acc (ISIN: GB0003501581), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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