Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

AXA Framlington Global Technology Fund Z GBP Acc

Investment Style Details31/08/2019
Morningstar Style Box®
Equity Style
SizeRel to Cat
Average Mkt Cap (Mil)GBP 35625-
Market Capitalisation% of Equity
Giant45.27
Large18.52
Medium26.80
Small9.20
Micro0.21
Valuations and Growth RatesEquity PortfolioRelative to Category
Price/Prospective Earnings28.621.23
Price/Book5.421.37
Price/Sales4.921.64
Price/Cash Flow15.501.10
Dividend-Yield Factor0.850.69
 
Long-Term Projected Earnings Growth12.441.02
Historical Earnings Growth17.440.82
Sales Growth12.171.43
Cash-Flow Growth21.701.80
Book-Value Growth6.320.84
 
Asset Allocation31/08/2019
Asset Allocation
 % Long% Short% Net Assets
Stock96.700.0096.70
Bond0.000.000.00
Property0.000.000.00
Cash3.690.403.30
Other0.000.000.00
World Regions31/08/2019
 % of EquityRelative to Category
United States86.931.30
Canada0.671.60
Latin America0.000.00
United Kingdom2.011.22
Eurozone1.710.19
Europe - ex Euro0.000.00
Europe - Emerging0.000.00
Africa0.000.00
Middle East0.000.00
Japan0.000.00
Australasia0.000.00
Asia - Developed3.150.61
Asia - Emerging5.530.89
 
Sector Weightings31/08/2019
 % of EquityRelative to Category
Consumer CyclicalConsumer Cyclical3.810.55
Financial ServicesFinancial Services7.131.41
Real EstateReal Estate2.236.45
Consumer DefensiveConsumer Defensive1.117.36
Communication ServicesCommunication Services0.200.06
TechnologyTechnology85.521.15
 
Top 10 Holdings31/08/2019
 Portfolio
Total Number of Equity Holdings66
Total Number of Bond Holdings0
Assets in Top 10 Holdings38.79
NameSectorCountry% of Assets
Alphabet Inc Class C311United States8.31
Apple Inc311United States6.82
Visa Inc Class A103United States4.79
Cisco Systems Inc311United States3.77
Qualcomm Inc311United States3.16
Facebook Inc A311United States2.75
Salesforce.com Inc311United States2.51
ServiceNow Inc311United States2.39
American Tower Corp104United States2.16
Amazon.com Inc102United States2.14
 
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites