AXA Framlington UK Select Opportunities Fund - D AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 0.0 | 1.8 | |
+/-Cat | - | - | - | -8.0 | -1.1 | |
+/-B’mrk | - | - | - | -7.6 | -1.6 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 26/04/2024 | GBP 36.62 | |
Day Change | 0.63% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BPX35T46 | |
Fund Size (Mil) 29/02/2024 | GBP 583.32 | |
Share Class Size (Mil) 30/06/2023 | GBP 36.38 | |
Max Initial Charge | - | |
Ongoing Charge 15/09/2023 | 1.17% |
Investment Objective: AXA Framlington UK Select Opportunities Fund - D Accumulation |
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 fund manager believes will provide above-average returns. The Fund invests in companies of any size. 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 | ||
Nigel Yates 02/02/2021 | ||
Chris St John 08/01/2019 | ||
Inception Date 27/05/2022 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for AXA Framlington UK Select Opportunities Fund - D Accumulation | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 4.60 |
GSK PLC | Healthcare | 4.07 |
Shell PLC | Energy | 3.90 |
BP PLC | Energy | 3.58 |
London Stock Exchange Group PLC | Financial Services | 3.56 |
Increase Decrease New since last portfolio | ||
AXA Framlington UK Select Opportunities Fund - D Accumulation |