AXA Framlington UK Mid Cap Fund ZI GBP AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 36.4 | -1.6 | 16.4 | -15.7 |
![]() | +/-Cat | - | 5.6 | 1.3 | 1.6 | 1.0 |
![]() | +/-B’mrk | - | 5.6 | 6.8 | -1.9 | -2.3 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: FTSE 250 Ex Investment Trus... |
Key Stats | ||
NAV 12/08/2022 | GBX 116.80 | |
Day Change | 0.17% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BG1THY03 | |
Fund Size (Mil) 30/06/2022 | GBP 467.59 | |
Share Class Size (Mil) 12/08/2022 | GBP 134.18 | |
Max Initial Charge | - | |
Ongoing Charge 18/02/2022 | 0.68% |
Investment Objective: AXA Framlington UK Mid Cap Fund ZI 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris St John 04/03/2011 | ||
Dan Harlow 04/03/2011 | ||
Inception Date 16/03/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | FTSE 250 Ex Investment Trust TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington UK Mid Cap Fund ZI GBP Accumulation | 30/06/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.10 |
![]() | ![]() | 2.92 |
![]() | ![]() | 2.74 |
![]() | ![]() | 2.62 |
![]() | ![]() | 2.50 |
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AXA Framlington UK Mid Cap Fund ZI GBP Accumulation |