AXA Framlington Global Technology Fund - Z AccumulationRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 49.1 | 22.4 | -29.2 | 33.2 | 15.2 | |
+/-Cat | 5.4 | 7.4 | -1.0 | 1.8 | -5.2 | |
+/-B’mrk | - | -9.9 | -5.2 | -12.2 | -14.3 | |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 06/12/2024 | GBX 868.40 | |
Day Change | -1.34% | |
Morningstar Category™ | Sector Equity Technology | |
IA (formerly IMA) Sector | Technology and Technology Innovation | |
ISIN | GB00B4W52V57 | |
Fund Size (Mil) 06/12/2024 | GBP 1308.92 | |
Share Class Size (Mil) 06/12/2024 | GBP 857.49 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.80% |
Investment Objective: AXA Framlington Global Technology Fund - Z Accumulation |
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund invests in shares of listed companies engaged in the research, design and development of technologies in all sectors including IT and the internet which the Manager believes will provide above-average returns. The Fund invests in companies of any size which can be based anywhere in the world, albeit the Fund tends to be biased towards the US as this is where the majority of technology related companies are based. 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 | ||
Tom Riley 01/04/2019 | ||
Pauline Llandric 30/09/2024 | ||
Inception Date 22/06/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World/Information Tech NR GBP | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington Global Technology Fund - Z Accumulation | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Alphabet Inc Class C | Communication Services | 6.13 |
Broadcom Inc | Technology | 5.87 |
Apple Inc | Technology | 5.18 |
NVIDIA Corp | Technology | 5.05 |
Meta Platforms Inc Class A | Communication Services | 4.76 |
Increase Decrease New since last portfolio | ||
AXA Framlington Global Technology Fund - Z Accumulation |