AXA Framlington European R Inc

Ranked 45 out of 127 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Mark Hargraves

Mark Hargraves applies a blended stock selection style with a bias towards GARP for the AXA Framlington European unit trust. He joined AXA Framlington in 2000 after spells with United Friendly Asset Management and SG Hambros Fund Managers. Hargraves launched his career with a two-year stint as an assistant product manager at Abbey National from 1994 to 1996. He holds a Masters degree in Finance from the London Business School and a BSc Hons in Geography from Bristol University. He is also an Associate of the Institute of Investment Management and Research. When he is not managing money Hargraves enjoys the pursuits of golf, tennis and mountaineering.

Objective

The Fund invests principally in shares of large and medium-sized listed companies which are based in Europe (excluding the UK) and which the Manager believes will provide above-average returns. The Manager selects shares based upon analysis of a companys financial status, quality of its management, expected profitability and prospects for growth. The Manager expects that the Funds portfolio will typically consist of shares of between 25-50 different companies, although the actual number of holdings could be greater or less than this range

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -14.8% -6.5% 4.9% 1.4% -14.2%
2017 11.2% 5.3% 5.0% 1.7% -1.1%
2016 17.1% -0.8% 4.2% 7.2% 5.8%
2015 8.6% 12.1% -4.2% -5.0% 6.5%
2014 -3.1% 1.9% -2.5% -3.2% 0.8%
2013 23.2% 8.9% 2.1% 4.7% 5.8%
2012 27.5% 12.1% -4.8% 10.9% 7.9%
2011 -12.5% 2.4% 3.0% -20.9% 5.0%
2010 11.2% 3.6% -11.8% 12.2% 8.4%
2009 14.9% -18.1% 9.3% 27.5% 0.8%
2008 -23.5% -10.8% -2.9% -12.3% 0.7%
2007 12.6% 5.3% 6.7% -1.5% 1.8%
2006 18.9% 17.7% -6.6% 0.9% 7.3%
2005 25.6% 3.3% 4.6% 13.7% 2.2%
2004 16.2% -1.3% 2.1% 2.2% 12.8%
2003 30.9% -8.6% 19.9% 5.6% 13.2%
2002 -27.5% 2.7% -11.1% -25.2% 6.1%
2001 -23.1% -15.3% -1.9% -16.1% 10.3%
2000 -0.7% 7.0% 1.3% -4.2% -4.4%
1999 35.8% -1.9% 6.8% -3.8% 34.8%
1998 28.4% 18.6% 10.7% -20.3% 22.7%
1997 28.4% 10.5% 6.9% 11.2% -2.2%
1996 17.5% 10.5% 6.9% 0.4% -1.0%
1995 15.6% -0.2% 9.4% 4.5% 1.3%
1994 -3.0% 0.9% -3.7% 3.1% -3.2%
1993 33.0% 9.7% -2.2% 13.9% 8.9%
1992 7.4% 6.9% -4.4% 0.1% 5.1%
1991 0.7% 4.2% 2.3% 0.4% -6.0%
1990 -16.9% 3.6% 6.4% -26.2% 2.1%
1989 63.1% 12.7% 19.3% 12.5% 7.9%
1988 28.4% 5.5% 11.9% 2.4% 6.2%
1987 -27.3% 1.6% 0.8% 8.7% -34.7%
1986 7.2% 17.5% 7.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Nestle SA ORD 6.62%
Total SA ORD 4.62%
Allianz SE ORD 4.60%
SAP SE ORD 4.15%
Anheuser Busch Inbev NV ORD 3.96%
Airbus SE ORD 3.57%
Linde PLC ORD 3.38%
Sanofi SA ORD 3.34%
Novo Nordisk A/S ORD 3.29%
LVMH Moet Hennessy Louis Vuitton SE ORD 3.06%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/02/1986
  • Share Class size60Mn
  • Base currencyGBP
  • ISIN GB0003499745

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

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