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AXA Defensive Distribution

Ranked 40 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Forbes-Wilson

Jamie Forbes-Wilson was born in Surrey in 1974. He graduated from Exeter University in 1996 with a BA (Hons) degree in Economic and Political Development. He began his career at Wise Speke in 1996 and served as an investment manager. Jamie worked as a private portfolio manager at Brewin Dolphin after it merged with Wise Speke in 1998. In 2003, he moved to AXA Framlington as an investment manager, responsible for charity, pension and private client portfolios. Jamie is a Fellow of the Charted Institute for Securities and Investment. Outside of fund management, he enjoys golf.

Matthew Huddart

Objective

The Fund invests in bonds issued by the UK government (gilts), including indexlinked gilts, shares of quoted UK companies and cash. The Fund invests at least a minimum of 60% of its Net Asset Value in gilts and cash, with the remainder being invested mostly in shares. The ACD selects shares in companies based upon their prospects for future growth in dividend payments following an in depth analysis of their financial status, quality of business model and corporate governance arrangements. Investments in gilts are diversified across a range of maturities.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.9%
2018 -5.5% -3.7% 2.7% -0.9% -3.6%
2017 3.9% 1.4% -0.6% 0.7% 2.3%
2016 12.3% 0.9% 4.2% 7.4% -0.6%
2015 -0.9% 2.2% -1.7% -2.0% 0.7%
2014 4.9% 0.4% 1.2% 1.2% 2.1%
2013 5.1% 5.8% -3.0% 1.2% 1.1%
2012 3.9% 1.7% -1.2% 1.3% 2.0%
2011 5.2% 0.6% 1.6% -1.9% 5.0%
2010 8.3% 3.0% -2.1% 4.7% 2.5%
2009 8.8% -5.1% 4.3% 7.5% 2.2%
2008 -22.4% -6.1% -3.1% -8.0% -7.3%
2007 -6.1% -1.0% -1.6% -1.8% -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/11/1990
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B0T9V151

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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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).