AXA Framlington Global Technology R GBP Acc

Performance History31/03/2020
Growth of 1,000 (GBP) Advanced Graph
AXA Framlington Global Technology R GBP Acc
Fund27.528.96.232.8-6.3
+/-Cat-0.43.69.52.7-
+/-B’mrk-5.42.62.7-9.00.9
 
Key Stats
NAV
06/04/2020
 GBX 133.70
Day Change 1.21%
Morningstar Category™ Sector Equity Technology
IA (formerly IMA) Sector Technology and Telecommunications
ISIN GB0006598998
Fund Size (Mil)
28/02/2020
 GBP 811.33
Share Class Size (Mil)
03/04/2020
 GBP 127.46
Max Initial Charge 5.25%
Ongoing Charge
07/08/2019
  1.57%
Investment Objective: AXA Framlington Global Technology R GBP Acc
The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of listed companies engaged in the research, design and development of technologies in all sectors including IT and the internet which the Manager believes will provide above-average returns. The Fund invests in companies of any size which can be based anywhere in the world, albeit the Fund tends to be biased towards the US as this is where the majority of technology related companies are based. 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)06/04/2020
YTD-8.49
3 Years Annualised14.04
5 Years Annualised17.04
10 Years Annualised14.95
12 Month Yield 0.00
Management
Manager Name
Start Date
Jeremy Gleeson
02/07/2007
Inception Date
10/05/1999
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World/Information Tech NR GBPMSCI World/Information Tech NR USD
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 Global Technology R GBP Acc31/01/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.150.0097.15
Bond0.000.000.00
Property0.000.000.00
Cash3.891.052.85
Other0.000.000.00
Top 5 Regions%
United States87.62
Asia - Emerging5.11
Asia - Developed3.39
Eurozone2.10
United Kingdom1.78
Top 5 Sectors%
Technology69.98
Communication Services15.44
Financial Services6.82
Consumer Cyclical2.95
Real Estate1.95
Top 5 HoldingsSector%
Apple IncTechnologyTechnology8.40
Alphabet Inc Class CCommunication ServicesCommunication Services7.81
Visa Inc Class AFinancial ServicesFinancial Services4.72
Cisco Systems IncTechnologyTechnology3.00
Qualcomm IncTechnologyTechnology2.96
AXA Framlington Global Technology R GBP Acc

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