AXA Framlington UK Mid Cap Fund S GBP AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -14.5 | 36.8 | -1.5 | 16.8 | -13.6 |
![]() | +/-Cat | 0.5 | 6.0 | 1.5 | 2.0 | 0.9 |
![]() | +/-B’mrk | 0.7 | 6.0 | 7.0 | -1.6 | -2.1 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: FTSE 250 Ex Investment Trus... |
Key Stats | ||
NAV 24/05/2022 | GBX 194.30 | |
Day Change | -0.10% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BDV03K07 | |
Fund Size (Mil) 30/04/2022 | GBP 509.30 | |
Share Class Size (Mil) 24/05/2022 | GBP 5.47 | |
Max Initial Charge | - | |
Ongoing Charge 30/09/2021 | 0.44% |
Investment Objective: AXA Framlington UK Mid Cap Fund S GBP Accumulation |
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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Chris St John 04/03/2011 | ||
Dan Harlow 04/03/2011 | ||
Inception Date 14/10/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | FTSE 250 Ex Investment Trust TR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for AXA Framlington UK Mid Cap Fund S GBP Accumulation | 31/03/2022 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 2.89 |
![]() | ![]() | 2.62 |
![]() | ![]() | 2.60 |
![]() | ![]() | 2.55 |
![]() | ![]() | 2.47 |
![]() | ||
![]() ![]() ![]() | ||
AXA Framlington UK Mid Cap Fund S GBP Accumulation |