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AXA Framlington Global Thematics R Inc

Ranked 341 out of 715 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Amanda O'Toole

Objective

The Fund invests in shares of listed companies which are based anywhere in the world (including countries which the Manager considers to be emerging markets) and which the Manager believes will provide above-average returns. The Fund invests principally in large and medium-sized companies. The Manager selects shares based upon analysis of a companys financial status, quality of its management, expected profitability and prospects for growth.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 7.3% 6.1%
2017 14.9% 6.2% 0.9% 2.7% 4.5%
2016 21.3% -0.5% 5.5% 10.3% 4.7%
2015 1.9% 7.2% -5.4% -8.8% 10.1%
2014 13.4% -0.1% 2.7% 3.8% 6.5%
2013 25.2% 16.0% -1.0% 3.4% 5.4%
2012 5.4% 8.7% -7.9% 6.1% -0.7%
2011 -9.9% 1.0% -2.7% -16.3% 9.5%
2010 19.0% 7.6% -10.2% 9.2% 12.8%
2009 24.5% -3.4% 8.1% 15.9% 2.9%
2008 -34.1% -6.0% 2.3% -23.1% -11.0%
2007 7.8% 2.6% 3.8% -0.4% 1.7%
2006 2.8% 10.0% -9.7% -0.5% 4.0%
2005 27.1% 0.6% 6.8% 11.4% 6.1%
2004 6.1% 0.0% 0.1% 0.8% 5.1%
2003 25.4% -3.1% 15.2% 5.8% 6.2%
2002 -30.6% -0.5% -15.1% -18.4% 0.7%
2001 -25.5% -16.7% 3.2% -20.0% 8.5%
2000 -9.8% 8.2% -3.5% -1.0% -12.7%
1999 45.5% 6.0% 6.6% -2.8% 32.5%
1998 18.3% 15.0% 3.8% -17.8% 20.6%
1997 8.2% 2.0% 7.7% 8.1% -8.8%
1996 3.8% 7.3% 3.9% -0.8% -6.2%
1995 16.8% -0.5% 5.3% 9.3% 1.9%
1994 -4.8% 2.2% -6.9% 1.2% -1.2%
1993 25.0% 3.7% 5.2% 9.8% 4.4%
1992 14.4% 2.2% -13.5% 3.9% 24.6%
1991 61.5% 38.1% 8.1% 3.6% 4.4%
1990 8.0% -29.3% 8.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2018

Top 10 Holdings

Stock Size
GBP Cash 3.47%
Taiwan Semiconductor Manufacturing Co Ltd ORD 3.26%
Visa Inc ORD 2.89%
AIA Group Ltd ORD 2.87%
Microsoft Corp ORD 2.77%
Kingspan Group PLC ORD 2.50%
UnitedHealth Group Inc ORD 2.45%
Facebook Inc ORD 2.40%
Alphabet Inc ORD 2.31%
Alibaba Group Holding Ltd DR 2.29%
31/10/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/10/1976
  • Share Class size82Mn
  • Base currencyGBP
  • ISIN GB0003501920

Purchase Info

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

Charges

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

Related News

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Axa’s O’Toole: we're at a digital migration inflection point

The new thinking behind why Axa decided to change how it looks for the growth companies of the future

AXA IM Global Opps gets co-manager and thematic makeover

The fund will be renamed as AXA Framlington Global Thematics Fund in line with its new focus on five potential growth areas, with Amanda O'Toole appointed as co-manager alongside Mark Hargraves.

Axa IM hires Asia Pacific equities manager

Simon Weston will work out of the firm's Hong Kong office.

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