AXA Framlington UK Select Opportunities Fund - R Accumulation

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Performance History30/06/2024
Growth of 1,000 (GBP) Advanced Graph
AXA Framlington UK Select Opportunities Fund - R Accumulation
Fund-4.214.6-15.2-0.45.2
+/-Cat0.9-1.8-3.5-8.4-1.3
+/-B’mrk----8.0-2.1
 
Key Stats
NAV
11/07/2024
 GBX 3778.00
Day Change 0.11%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0003501581
Fund Size (Mil)
11/07/2024
 GBP 578.22
Share Class Size (Mil)
11/07/2024
 GBP 118.20
Max Initial Charge -
Ongoing Charge
19/02/2024
  1.57%
Morningstar Research
Analyst Report22/11/2023
Michael Born, Analyst
Morningstar, Inc

AXA Framlington UK Select Opportunities is led by a manager whose stock selection has been proved over the long term. The Morningstar Analyst Rating is maintained at Bronze for the ZI clean share classes. Other share classes are rated Bronze and...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People23
Parent23
Process24
Performance
Price
Investment Objective: AXA Framlington UK Select Opportunities Fund - R Accumulation
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. 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)11/07/2024
YTD5.80
3 Years Annualised-2.13
5 Years Annualised0.64
10 Years Annualised2.90
12 Month Yield 1.45
Management
Manager Name
Start Date
Nigel Yates
01/12/2023
Chris St John
01/12/2023
Inception Date
30/11/1984
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPMorningstar UK All Cap TME NR 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 Fund - R Accumulation30/06/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.210.0098.21
Bond0.000.000.00
Property0.000.000.00
Cash1.790.001.79
Other0.000.000.00
Top 5 Regions%
United Kingdom99.79
Asia - Emerging0.21
United States0.00
Canada0.00
Latin America0.00
Top 5 Sectors%
Industrials19.16
Financial Services18.16
Healthcare13.18
Consumer Cyclical9.60
Technology9.48
Top 5 HoldingsSector%
AstraZeneca PLCHealthcareHealthcare5.43
Shell PLCEnergyEnergy4.01
GSK PLCHealthcareHealthcare3.72
London Stock Exchange Group PLCFinancial ServicesFinancial Services3.62
Lloyds Banking Group PLCFinancial ServicesFinancial Services3.37
AXA Framlington UK Select Opportunities Fund - R Accumulation

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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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