AXA Framlington UK Mid Cap Fund - S IncomeRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.5 | 16.8 | -24.1 | 5.4 | -1.3 | |
+/-Cat | 1.4 | 2.0 | -2.0 | -0.5 | 0.8 | |
+/-B’mrk | - | - | - | -11.2 | 0.5 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 28/03/2024 | GBX 159.60 | |
Day Change | 0.76% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BDV03L14 | |
Fund Size (Mil) 29/02/2024 | GBP 342.72 | |
Share Class Size (Mil) 27/03/2024 | GBP 8.24 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.42% |
Investment Objective: AXA Framlington UK Mid Cap Fund - S Income |
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. 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 14/10/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington UK Mid Cap Fund - S Income | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Serco Group PLC | Industrials | 3.21 |
Cranswick PLC | Consumer Defensive | 3.06 |
Dunelm Group PLC | Consumer Cyclical | 2.98 |
Chemring Group PLC | Industrials | 2.67 |
Bellway PLC | Consumer Cyclical | 2.61 |
Increase Decrease New since last portfolio | ||
AXA Framlington UK Mid Cap Fund - S Income |