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AXA Framlington UK Mid Cap Z Acc

Ranked 4 out of 19 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Chris St John

Chris St John was born in 1973 in Bristol, UK. He studied at the University of Durham where he gained joint honours in Philosophy and Psychology. Chris has been working for AXA since 2005, and prior to this he worked for Friends Ivory and Sime/ISIS which he joined in 1999. Chris's investment style is growth at a reasonable price. He is an associate member of the CFA and a member of the Institute of Chartered Accountants of Scotland. In his spare time he enjoys golf, tennis and rugby.

Objective

The Fund invests in shares of UK listed companies which the fund manager believes will provide above-average returns. The Fund invests primarily in medium-sized companies. The fund manager selects shares based upon analysis of a company's financial status, quality of its management, expected profitability and prospects for growth.

Showing fund performance in Funds Insider View performance globally

Performance

UK Medium Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.0%
2018 -14.8% -5.6% 7.1% -2.9% -13.2%
2017 19.5% 5.0% 3.4% 5.1% 4.7%
2016 2.9% -2.8% -8.1% 13.5% 1.6%
2015 20.1% 6.5% 5.7% -0.5% 7.3%
2014 4.1% 6.3% -6.7% 0.0% 5.0%
2013 42.2% 16.3% 3.2% 6.5% 11.3%
2012 29.3% 14.7% -3.4% 10.3% 5.9%
2011 5.4% -14.3% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/03/2011
  • Share Class size71Mn
  • Base currencyGBP
  • ISIN GB00B64W4Q70

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Related News

AXA's Chris St John: bosses not Brexit drive my stock picks

Nigel Thomas' successor on the AXA Framlington UK Select Opportunities fund sees management as the key to the companies he backs.

Down but not out: UK funds jump as Brexit clouds lift

UK funds have suffered big outflows since the Brexit vote, but they've enjoyed some respite this week amid signs of a breakthrough on a deal.

RPC bid talks serve up fund winners and losers

A number of fund managers have built high conviction positions in the plastics group, which is also heavily shorted by hedge funds.

Don't expect a 'big bang', says Nigel Thomas' successor

Chris St John, who will take over AXA Framlington UK Select Opportunities fund, offers evolution but not revolution of veteran's approach.

Nigel Thomas to retire after 40 years in funds

UK equities veteran will retire next year, handing his £3 billion AXA Framlington UK Select Opportunities fund to Chris St John.

Mid-cap star stands by RPC despite plastics backlash

The investment case for RPC Group remains solid in spite of negative sentiment towards plastic packaging, according to AXA Framlington UK Mid Cap manager Chris St John.

Chris St John: UK mid caps reassuringly expensive

AXA Framlington's Citywire AA-rated fund manager explains why investors should not be put off by dramatic post-referendum rebound in FTSE 250 ‘mid cap’ stocks.

How Hargreaves Lansdown's 'Best of British' fund stacks up

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).