AXA WF Framlington Global Small Cap A C USD

Ranked 18 out of 35 in - Global Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Isabelle De Gavoty

Isabelle De Gavoty’s first position in the world of finance came as an automotive analyst for Wargny Brokerage of Paris. In 1998 she took the role of small cap analyst with AXA IM, which she held for three years before taking the step up into fund management proper in 2001. When adding to her portfolio, Isabelle judges each stock on its own merits and looks for growth at reasonable price with a sector neutral approach. Marseille has had a strong influence on both the professional and personal life of the AXA manager. Born in the city in the spring of 1971, Isabelle went on to study finance at the AIX University and play the piano at the Marseille Conservatoire.

Objective

The fund seeks to achieve long-term capital growth measured in USD by investing in small capitalisation companies worldwide.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 share selection process relies on a rigorous analysis of the companies' business model, quality of management, growth prospects and overall risk return profile, driven by investment team.

Showing fund performance in United Kingdom View performance globally

Performance

Global Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -6.6% -0.9% 4.5% 5.6% -14.5%
2017 18.2% 7.1% 0.9% 6.0% 3.2%
2016 18.1% -1.7% 7.9% 7.6% 3.4%
2015 13.3% 10.9% -2.6% -3.2% 8.4%
2014 8.7% 1.8% -3.2% 1.0% 9.2%
2013 -1.3% 3.3% 5.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Quebecor Inc ORD 4.88%
USD Cash 4.50%
Bright Horizons Family Solutions Inc ORD 4.26%
Edenred SA ORD 4.23%
Jardine Lloyd Thompson Group PLC ORD 3.98%
ICON PLC ORD 3.42%
Xing SE ORD 3.08%
Kemper Corp ORD 2.97%
Blackline Inc ORD 2.72%
Beacon Roofing Supply Inc ORD 2.63%
28/02/2019

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. Iceland
  6. Luxembourg
  7. Norway
  8. Portugal
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date07/01/2013
  • Share Class size192Mn
  • Base currencyUSD
  • ISIN LU0868490201

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).