AXA Framlington Global Technology R GBP Acc

Investment Style Details30/06/2020
Morningstar Style Box®
Equity Style
SizeRel to Cat
Average Mkt Cap (Mil)GBP 49497-
Market Capitalisation% of Equity
Giant37.77
Large30.23
Medium26.49
Small5.51
Micro0.00
Valuations and Growth RatesEquity PortfolioRelative to Category
Price/Prospective Earnings36.441.25
Price/Book5.591.33
Price/Sales6.421.86
Price/Cash Flow20.981.39
Dividend-Yield Factor0.560.54
 
Long-Term Projected Earnings Growth14.581.15
Historical Earnings Growth21.852.32
Sales Growth11.471.79
Cash-Flow Growth12.832.57
Book-Value Growth15.001.87
 
Asset Allocation30/06/2020
Asset Allocation
 % Long% Short% Net Assets
Stock97.380.0097.38
Bond0.000.000.00
Property0.000.000.00
Cash2.920.302.62
Other0.000.000.00
World Regions30/06/2020
 % of EquityRelative to Category
United States87.741.28
Canada0.000.00
Latin America0.000.00
United Kingdom2.100.96
Eurozone1.430.19
Europe - ex Euro0.000.00
Europe - Emerging0.000.00
Africa0.000.00
Middle East0.000.00
Japan0.000.00
Australasia0.000.00
Asia - Developed2.730.57
Asia - Emerging6.001.01
 
Sector Weightings30/06/2020
 % of EquityRelative to Category
Consumer CyclicalConsumer Cyclical3.670.53
Financial ServicesFinancial Services6.531.45
Real EstateReal Estate1.843.12
Consumer DefensiveConsumer Defensive1.424.02
HealthcareHealthcare1.680.54
Communication ServicesCommunication Services16.180.93
IndustrialsIndustrials1.130.21
TechnologyTechnology67.551.09
 
Top 10 Holdings30/06/2020
 Portfolio
Total Number of Equity Holdings66
Total Number of Bond Holdings0
Assets in Top 10 Holdings36.91
NameSectorCountry% of Assets
Apple Inc311United States8.23
Alphabet Inc Class C308United States6.55
Visa Inc Class A103United States3.96
Facebook Inc A308United States2.91
Qualcomm Inc311United States2.77
ServiceNow Inc311United States2.60
Salesforce.com Inc311United States2.58
Cisco Systems Inc311United States2.56
PayPal Holdings Inc103United States2.40
Amazon.com Inc102United States2.34
 
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies