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AXA Framlington Global Technology R Acc

Ranked 11 out of 27 in - Technology over 12 months
All calculations are in GBP unless stated

Managed by

Jeremy Gleeson

Jeremy Gleeson graduated from the University of Wales with a BSc in mathematics and an MSc in systems engineering. He started his career at Close Investments (formerly Reabourne Technology) where he joined as an assistant portfolio manager in 1997, and became a portfolio manager in 2000. Jeremy became a senior portfolio manager in 2003 and in 2007 he joined AXA Framlington where he is currently lead manager on AXA's global technology funds. He is a CFA Charterholder.

Objective

The Fund invests in shares of listed companies engaged in the research, design and development of technologies in all sectors including IT and the internet which the fund manager believes will provide above-average returns. The Fund invests in companies of any size which can be based anywhere in the world, albeit the Fund tends to be biased towards the US as this is where the majority of technology related companies are based.

Showing fund performance in United Kingdom View performance globally

Performance

Technology over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 6.2% 0.4% 16.0% 7.0% -14.7%
2017 28.9% 12.8% 2.1% 3.8% 7.9%
2016 27.5% -1.3% 5.8% 19.0% 2.7%
2015 12.4% 9.9% -5.1% -5.7% 14.3%
2014 20.5% 1.7% 0.7% 6.8% 10.1%
2013 21.5% 11.1% -2.7% 7.6% 4.4%
2012 3.8% 16.2% -11.2% 6.8% -5.9%
2011 -4.8% 3.2% -2.6% -11.5% 7.0%
2010 30.8% 10.1% -8.1% 9.2% 18.4%
2009 63.5% 8.7% 13.0% 20.4% 10.6%
2008 -27.3% -19.4% 3.8% -10.1% -3.4%
2007 15.2% 2.8% 6.9% 6.9% -1.9%
2006 -4.1% 12.3% -15.7% 0.4% 0.9%
2005 22.0% -5.3% 8.2% 7.5% 10.7%
2004 6.8% 1.2% 1.5% -7.6% 12.6%
2003 45.1% 6.2% 19.2% 10.5% 3.7%
2002 -49.5% -9.4% -30.5% -25.1% 6.9%
2001 -48.3% -35.2% 9.6% -47.8% 39.5%
2000 -51.7% 18.5% -24.6% -5.7% -42.6%
1999 -1.2% 99.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Alphabet Inc ORD 8.85%
Apple Inc ORD 6.71%
Cisco Systems Inc ORD 4.63%
Visa Inc ORD 4.42%
GBP Cash 2.87%
Facebook Inc ORD 2.77%
ServiceNow Inc ORD 2.36%
Salesforce.Com Inc ORD 2.32%
Qualcomm Inc ORD 2.28%
Amazon.com Inc ORD 2.26%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/04/1999
  • Share Class size609Mn
  • Base currencyGBP
  • ISIN GB0006598998

Purchase Info

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

Charges

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

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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).