AXA Framlington Global Technology R GBP Acc

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Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
AXA Framlington Global Technology R GBP Acc
Fund28.96.232.848.05.6
+/-Cat3.69.52.74.3-1.4
+/-B’mrk2.62.7-9.08.60.0
 
Key Stats
NAV
06/05/2021
 GBX 217.60
Day Change -0.05%
Morningstar Category™ Sector Equity Technology
IA (formerly IMA) Sector Technology and Telecommunications
ISIN GB0006598998
Fund Size (Mil)
31/03/2021
 GBP 1353.82
Share Class Size (Mil)
06/05/2021
 GBP 204.72
Max Initial Charge 5.25%
Ongoing Charge
15/01/2021
  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)06/05/2021
YTD0.65
3 Years Annualised25.04
5 Years Annualised29.64
10 Years Annualised18.55
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 Acc31/03/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.460.0098.46
Bond0.000.000.00
Property0.000.000.00
Cash1.630.091.54
Other0.000.000.00
Top 5 Regions%
United States88.09
Asia - Emerging6.07
Asia - Developed3.40
United Kingdom2.43
Canada0.00
Top 5 Sectors%
Technology67.50
Communication Services16.23
Financial Services5.99
Consumer Cyclical3.52
Real Estate2.93
Top 5 HoldingsSector%
Apple IncTechnologyTechnology7.05
Alphabet Inc Class CCommunication ServicesCommunication Services6.84
Visa Inc Class AFinancial ServicesFinancial Services3.38
Qualcomm IncTechnologyTechnology3.27
Facebook Inc ACommunication ServicesCommunication Services2.81
AXA Framlington Global Technology R GBP Acc

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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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