AXA Framlington Health A AccRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 16.5 | 16.3 | 4.6 | 1.4 | 6.5 | |
+/-Cat | -1.0 | 6.9 | 9.3 | 4.5 | 1.4 | |
+/-B’mrk | - | -1.9 | -1.2 | 3.9 | -1.1 | |
Category: Sector Equity Healthcare | ||||||
Category Benchmark: Morningstar Gbl Health TME ... |
Key Stats | ||
NAV 10/12/2024 | GBX 272.40 | |
Day Change | 0.59% | |
Morningstar Category™ | Sector Equity Healthcare | |
IA (formerly IMA) Sector | Healthcare | |
ISIN | GB00BP8XZG68 | |
Fund Size (Mil) 10/12/2024 | GBP 584.34 | |
Share Class Size (Mil) 10/12/2024 | GBP 2.20 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.71% |
Investment Objective: AXA Framlington Health A Acc |
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 healthcare companies including producers of pharmaceuticals, biotechnology firms, medical device and instrument manufacturers, distributors of healthcare products, care providers and managers and other healthcare services companies, 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 healthcare 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 | ||
Chris Eccles 22/01/2024 | ||
Cinney Zhang 04/07/2023 | ||
Click here to see others | ||
Inception Date 06/10/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World/Health Care NR GBP | Morningstar Gbl Health TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington Health A Acc | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Eli Lilly and Co | Healthcare | 8.97 |
Novo Nordisk AS Class B | Healthcare | 6.59 |
UnitedHealth Group Inc | Healthcare | 5.68 |
Merck & Co Inc | Healthcare | 4.70 |
Thermo Fisher Scientific Inc | Healthcare | 4.38 |
Increase Decrease New since last portfolio | ||
AXA Framlington Health A Acc |