AXA WF Framlington Evolving Trends I C USD

Ranked 258 out of 752 in - Global 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 seeks to achieve long-term capital growth measured in USD by investing in equities issued by worldwide companies of all capitalisations. The fund is actively managed in order to capture opportunities in worldwide equity markets. Investment decisions are based on a combination of macroeconomic, sector and company specific analysis. The fund may also invest up to 10% of its assets in convertible securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.4%
2018 -2.8% -0.6% 6.5% 6.5% -13.7%
2017 16.0% 6.7% 1.2% 3.1% 4.2%
2016 21.2% -0.7% 7.2% 10.1% 3.4%
2015 3.6% 6.7% -4.6% -7.1% 9.5%
2014 15.3% 0.7% 2.6% 4.2% 7.1%
2013 19.8% 12.5% -0.5% 2.4% 4.5%
2012 11.6% 11.2% -3.3% 3.0% 0.8%
2011 -9.8% 2.5% -0.7% -18.3% 8.5%
2010 10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/07/2010
  • Share Class size34Mn
  • Base currencyUSD
  • ISIN LU0503939414

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment1Mn

Charges

  • Annual management0.60%
  • 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).