AXA Framlington Global Thematics Fund ZI AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -17.5 | 11.5 | 9.4 | |
+/-Cat | - | - | 0.6 | -4.6 | 0.1 | |
+/-B’mrk | - | - | 1.5 | -10.8 | -0.6 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 26/04/2024 | GBP 0.96 | |
Day Change | 0.70% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BLN7CS62 | |
Fund Size (Mil) 29/02/2024 | GBP 146.65 | |
Share Class Size (Mil) 30/06/2023 | GBP 4.24 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.57% |
Investment Objective: AXA Framlington Global Thematics Fund ZI 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 companies which are based anywhere in the world (including countries which the Manager considers to be emerging markets) and which the Manager believes will provide above-average returns. The Fund invests principally in large and 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 taking into account the company’s exposure to long-term themes influencing the global economy. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Tom Riley 01/09/2023 | ||
Gregg Bridger 01/09/2023 | ||
Inception Date 09/11/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington Global Thematics Fund ZI Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.66 |
Alphabet Inc Class C | Communication Services | 4.43 |
Amazon.com Inc | Consumer Cyclical | 3.83 |
NVIDIA Corp | Technology | 3.02 |
Novo Nordisk A/S Class B | Healthcare | 2.90 |
Increase Decrease New since last portfolio | ||
AXA Framlington Global Thematics Fund ZI Acc |