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AXA Framlington Monthly Income R Inc

Ranked 41 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

George Luckraft

George Luckraft had an intense spell in the limelight in 2002 following his shock defection to Framlington (now AXA Framlington) with fellow star manager Nigel Thomas after 20 years of impressive performance at ABN Amro (which in a previous incarnation was John Carrington & Co). Through the transfer, Luckraft gained control of the AXA Framlington Equity Income fund, the AXA Framlington Monthly Income fund and the AXA Framlington Managed Income fund. Luckraft has run flexible, multi-cap, “absolute return” funds for many years and aims to deliver a decent level of yield too. Luckraft describes his style as a combination of special situations and equity income investing. The Equity Income fund’s holdings generally fall into three categories: high yielding stocks, lower-yielding stocks offering the prospect of income growth and straightforward capital growth plays. Born in Hong Kong in 1959, he graduated in Land Economy from Cambridge and joined John Carrington in 1980. He has his own pension invested in his funds and is a very keen angler.

Objective

The Fund invests primarily in shares of UK listed companies which the fund manager believes will provide above-average income and capital growth. The Fund invests in companies of any size. The Fund also invests in bonds issued by companies or governments. The fund manager selects shares based upon analysis of a company's prospects for future growth in dividend payments, financial status, quality of its management, expected profitability and prospects for growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.4%
2018 -10.2% -6.4% 7.9% -1.0% -10.3%
2017 16.1% 4.9% 4.3% 3.1% 2.9%
2016 9.8% 0.2% -3.7% 12.0% 1.7%
2015 4.6% 2.8% 1.2% -1.6% 2.2%
2014 7.0% 4.7% 1.6% 0.7% 0.0%
2013 31.1% 8.6% 0.6% 11.0% 8.1%
2012 11.5% 8.3% -3.3% 3.2% 3.2%
2011 -6.9% -1.8% 2.4% -10.5% 3.4%
2010 16.9% 3.6% -3.2% 8.7% 7.3%
2009 31.5% -9.5% 17.8% 22.9% 0.4%
2008 -44.5% -7.2% -7.8% -16.5% -22.3%
2007 -12.8% 2.0% -0.8% -7.4% -7.0%
2006 19.1% 11.0% -3.1% 3.6% 6.9%
2005 24.5% 6.5% 5.6% 7.5% 3.0%
2004 22.7% 7.2% 3.5% 2.4% 8.0%
2003 24.7% -3.4% 16.0% 5.7% 5.2%
2002 -19.3% 2.7% -8.9% -17.1% 4.1%
2001 -16.2% -9.5% 2.4% -17.5% 9.6%
2000 -4.4% -4.9% 0.7% 2.5% -2.6%
1999 20.1% 10.2% 2.7% -4.5% 11.1%
1998 9.5% 14.6% -1.8% -14.0% 13.1%
1997 23.2% 3.9% 3.8% 13.3% 0.9%
1996 20.0% 6.2% 2.1% 5.4% 4.9%
1995 21.2% -0.4% 7.3% 10.3% 2.8%
1994 -4.0% 0.0% -7.7% 3.8% 0.3%
1993 38.0% 14.5% 7.0% 7.2% 5.1%
1992 15.3% 2.0% 7.3% -7.1% 13.4%
1991 21.1% 20.5% -3.9% 13.2% -7.6%
1990 -19.1% -9.0% 4.6% -19.1% 5.1%
1989 21.0% 18.1% 2.1% 0.8% -0.4%
1988 12.9% 4.5% 11.6% -2.0% -1.3%
1987 34.6% 34.0% 19.7% 11.4% -24.6%
1986 50.2% 25.3% 13.2% -3.2% 9.4%
1985 23.3% 10.5% -1.6% 5.7% 7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 5.74%
BP PLC ORD 5.05%
GBP Cash 4.19%
GlaxoSmithKline PLC ORD 3.76%
HSBC Holdings PLC ORD 3.62%
British American Tobacco PLC ORD 2.64%
iEnergizer Ltd ORD 2.17%
Anexo Group PLC ORD 2.04%
AstraZeneca PLC ORD 1.98%
Legal & General Group PLC ORD 1.91%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/10/1984
  • Share Class size390Mn
  • Base currencyGBP
  • ISIN GB0003500286

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

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).