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AXA Framlington UK Growth R Acc

Ranked 74 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Hooper

Jamie Hooper has been in the investment field for over 15 years. He started his career working for Barclays Plc where he was a senior corporate advances analyst. After eight years with the company he joined F&C where he started working as a pan-european financial companies analyst and later started to work on UK equity portfolios. Jamie joined AXA Framlington in 2006 where he works as a fund manager. Jamie is an Associate of the UK Society of Investment Professionals and of the Chartered Institute of Bankers.

Objective

The Fund invests in shares of UK listed companies which the fund manager believes will provide above-average returns. The Fund invests principally in large and medium-sized companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 -9.3% -7.6% 10.6% -2.0% -9.5%
2017 8.2% 3.2% 0.8% 0.9% 3.1%
2016 8.8% -3.2% 0.0% 9.4% 2.7%
2015 4.4% 5.3% -0.2% -5.8% 5.5%
2014 0.9% 0.9% -0.1% -0.3% 0.4%
2013 27.6% 12.0% -1.5% 6.6% 8.4%
2012 10.1% 8.2% -4.6% 4.9% 1.7%
2011 -5.9% 0.5% 0.2% -15.5% 10.5%
2010 19.1% 4.4% -10.3% 14.8% 10.8%
2009 34.3% -7.8% 15.5% 20.9% 4.3%
2008 -30.4% -7.7% -0.4% -14.3% -11.7%
2007 8.6% 4.6% 3.1% -3.2% 4.1%
2006 12.7% 8.6% -2.3% 2.5% 3.7%
2005 24.6% 3.4% 4.6% 10.6% 4.2%
2004 6.8% 3.0% -0.5% -0.6% 4.8%
2003 19.4% -7.2% 16.8% 4.8% 5.1%
2002 -26.8% -0.2% -10.7% -19.2% 1.7%
2001 -9.1% -7.8% 2.2% -12.8% 10.6%
2000 2.9% 2.8% -0.9% 2.3% -1.3%
1999 38.5% 11.7% 2.7% -3.9% 25.5%
1998 12.4% 13.7% 3.8% -15.3% 12.5%
1997 10.9% 1.8% 2.9% 10.8% -4.4%
1996 20.8% 6.7% 2.8% 4.3% 5.7%
1995 22.0% 2.6% 5.7% 8.2% 4.0%
1994 -2.2% -3.9% -5.0% 3.5% 3.6%
1993 14.1% -1.3% 0.2% 3.6% 11.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 5.66%
Diageo PLC ORD 4.42%
Relx PLC ORD 4.05%
AstraZeneca PLC ORD 3.95%
Reckitt Benckiser Group PLC ORD 3.75%
Prudential PLC ORD 3.70%
BP PLC ORD 3.51%
London Stock Exchange Group PLC ORD 3.47%
Rentokil Initial PLC ORD 3.28%
Royal Dutch Shell Plc B ORD 3.02%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size145Mn
  • Base currencyGBP
  • ISIN GB0003509873

Purchase Info

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

Charges

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

Related News

Hooper joins Peirson on AXA Framlington Managed Balanced fund

Citywire A-rated Richard Peirson, who has managed the £940 million fund for more than two decades, has a co-manager in the shape of A-rated Jamie Hooper.  

AXA IM introduces single pricing across fund range

The fund will no longer employ dual pricing in a bid to simplify the buying and selling process for investors.

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