AXA Framlington FinTech Fund R AccRegister to Unlock Ratings |
Performance History | 31/05/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 28.2 | 24.1 | -8.3 | -11.3 |
![]() | +/-Cat | - | -1.9 | -19.6 | -23.2 | 8.7 |
![]() | +/-B’mrk | - | -13.7 | -15.2 | -39.3 | 4.9 |
Category: Sector Equity Technology | ||||||
Category Benchmark: MSCI World/Information Tech... |
Key Stats | ||
NAV 28/06/2022 | GBX 758.10 | |
Day Change | -0.66% | |
Morningstar Category™ | Sector Equity Technology | |
IA (formerly IMA) Sector | Financials and Financial Innovation | |
ISIN | GB0003499414 | |
Fund Size (Mil) 31/05/2022 | GBP 58.29 | |
Share Class Size (Mil) 28/06/2022 | GBP 13.48 | |
Max Initial Charge | - | |
Ongoing Charge 18/02/2022 | 1.61% |
Investment Objective: AXA Framlington FinTech Fund R Acc |
The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of listed companies, principally companies providing financial services (e.g. banking, insurance, payment and investment related solutions) and companies providing technological applications throughout the financial services supply chain. The Fund invests in companies of any size and based anywhere in the world. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth. The Manager expects that the Fund’s portfolio will typically consist of shares of between 30-60 different companies, although the actual number of holdings could be greater or less than this range. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Vincent Vinatier 13/03/2015 | ||
Benoist Leveque 17/02/2022 | ||
Inception Date 13/10/1986 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | MSCI World/Information Tech NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington FinTech Fund R Acc | 30/04/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.81 |
![]() | ![]() | 4.66 |
![]() | ![]() | 4.60 |
![]() | ![]() | 4.22 |
![]() | ![]() | 4.10 |
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AXA Framlington FinTech Fund R Acc |