AXA WF Framlington American Growth A C USD

Ranked 46 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Kelly

Stephen Kelly graduated from the University of Exeter with a degree in economics in 1990. He has worked at Olliff & Partners as a trainee in the equity research department, and he joined Capel Cure Myers in 1992 as an assistant fund manager on the US desk before being promoted to fund manager in 1995. He joined AXA Framlington in 1997, and is responsible for US Growth funds. He currently manages the AXA Framlington American Growth Fund.

Objective

The objective of the Sub-Fund, is to achieve long term capital growth. The fund will be invested at all times at least two thirds of its total assets in equities and equity related instruments issued by all cap companies domiciled or which exercise the preponderant part of their economic activities in the Americas, including the US, Canada and Mexico which, in the Investment Manager's opinion, show above average profitability, management quality and growth.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.3%
2018 5.1% 0.4% 12.7% 12.2% -17.2%
2017 17.4% 9.1% 0.7% 0.2% 6.7%
2016 15.7% -3.1% 8.6% 8.2% 1.6%
2015 9.5% 10.9% -4.5% -3.0% 6.5%
2014 15.7% -0.3% 0.0% 6.8% 8.7%
2013 27.8% 13.2% 0.2% 4.7% 7.7%
2012 8.3% 14.6% -3.2% 2.9% -5.1%
2011 2.5% 5.3% 0.7% -8.6% 5.9%
2010 21.2% 11.7% -8.9% 7.3% 11.0%
2009 5.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 6.61%
Alphabet Inc ORD 5.85%
Amazon.com Inc ORD 5.26%
EUR/USD Forward Contract 4.82%
Apple Inc ORD 4.58%
USD Cash 4.49%
Facebook Inc ORD 2.81%
Visa Inc ORD 2.75%
UnitedHealth Group Inc ORD 2.10%
Salesforce.Com Inc ORD 1.99%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Hong Kong
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date01/10/2009
  • Share Class size91Mn
  • Base currencyUnits
  • ISIN LU0361791394

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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