AXA Framlington UK Select Opportunities R Inc

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Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
AXA Framlington UK Select Opportunities R Inc
Fund8.3-11.520.9-4.15.7
+/-Cat-7.80.7-2.80.9-4.8
+/-B’mrk-4.8-2.01.75.7-4.0
 
Key Stats
NAV
18/05/2021
 GBX 2075.00
Day Change 0.53%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0003501698
Fund Size (Mil)
30/04/2021
 GBP 1056.09
Share Class Size (Mil)
17/05/2021
 GBP 24.00
Max Initial Charge 5.25%
Ongoing Charge
19/02/2021
  1.58%
Morningstar Research
Analyst Report

AXA Framlington UK Select Opportunities is led by a manager with a capable eye for identifying growth companies. Our increased conviction results in a Morningstar Analyst Rating upgrade to Bronze from Neutral for the ZI clean share classes. Other...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: AXA Framlington UK Select Opportunities R Inc
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 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
Trailing Returns (GBP)18/05/2021
YTD6.06
3 Years Annualised1.89
5 Years Annualised5.18
10 Years Annualised6.26
12 Month Yield 0.31
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Chris St John
08/01/2019
Dan Harlow
19/11/2019
Inception Date
01/06/1992
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  AXA Framlington UK Select Opportunities R Inc31/03/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.150.0097.15
Bond0.000.000.00
Property0.000.000.00
Cash3.360.502.85
Other0.000.000.00
Top 5 Regions%
United Kingdom93.92
United States6.08
Canada0.00
Latin America0.00
Eurozone0.00
Top 5 Sectors%
Industrials23.55
Healthcare16.41
Financial Services13.15
Consumer Cyclical8.90
Consumer Defensive8.15
Top 5 HoldingsSector%
AstraZeneca PLCHealthcareHealthcare3.91
Diageo PLCConsumer DefensiveConsumer Defensive3.90
BP PLCEnergyEnergy3.62
Prudential PLCFinancial ServicesFinancial Services3.59
Legal & General Group PLCFinancial ServicesFinancial Services3.35
AXA Framlington UK Select Opportunities R Inc

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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