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AXA Framlington UK Smaller Companies R Acc
Ranked 30 out of 51 in -
UK Smaller Companies
over 12 months
All calculations are in GBP unless stated
Managed by
Dan Harlow
Dan Harlow is a fund manager at AXA Investment Managers based in London where he deals in UK small-caps using a growth investment style. Dan joined the firm in 2010 and prior to this he was a fund manager at Montanaro Asset Management. Dan graduated from the University of Southampton with a degree in History.
Objective
The Fund invests in shares of UK listed companies which the fund manager believes will provide above-average returns. The Fund invests primarily in small companies. The fund manager selects shares based upon analysis of a company's financial status, quality of its management, expected profitability and prospects for growth.
Performance
UK Smaller Companies
over :
31/01/2018 -
31/01/2019
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Rank 30/51 Total Return
-
Rank 22/51 Standard Deviation
-
Rank 22/51 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 28 | Invesco UK Smaller Companies Equity (UK) Acc | GBP | -9.4% |
| 29 | Marlborough Special Situations A Acc | GBP | -9.6% |
| 30 | AXA Framlington UK Smaller Companies R Acc | GBP | -9.7% |
| 31 | Halifax Smaller Companies C | GBP | -9.8% |
| 32 | LF Miton UK Smaller Companies A Acc | GBP | -10.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 20 | Marlborough Special Situations A Acc | GBP | 14.4 |
| 21 | Jupiter UK Smaller Companies Acc | GBP | 14.7 |
| 22 | AXA Framlington UK Smaller Companies R Acc | GBP | 14.8 |
| 23 | Unicorn UK Smaller Companies B Inc | GBP | 14.8 |
| 24 | BlackRock UK Smaller Companies A Acc | GBP | 14.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 20 | Dimensional UK Small Companies Acc | GBP | -16.8% |
| 21 | Castlefield B.E.S.T Sust UK Smllr Cos General Inc | GBP | -16.8% |
| 22 | AXA Framlington UK Smaller Companies R Acc | GBP | -16.9% |
| 23 | TB Amati UK Smaller Companies A Acc | GBP | -17.0% |
| 24 | FP Octopus UK Micro Cap Growth S Acc | GBP | -17.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -14.2% | -4.1% | 7.7% | -1.4% | -15.7% |
| 2017 | 30.5% | 7.3% | 7.8% | 6.8% | 5.6% |
| 2016 | 5.1% | -1.9% | -9.7% | 15.3% | 2.9% |
| 2015 | 21.9% | 4.4% | 8.8% | 2.8% | 4.4% |
| 2014 | 5.8% | 5.0% | -4.5% | 0.9% | 4.5% |
| 2013 | 43.2% | 12.1% | -0.3% | 13.7% | 12.8% |
| 2012 | 23.7% | 11.4% | -3.8% | 10.3% | 4.7% |
| 2011 | -0.9% | 5.8% | 3.5% | -11.1% | 1.8% |
| 2010 | 32.3% | 4.3% | -4.7% | 15.2% | 15.6% |
| 2009 | 50.2% | -2.5% | 28.8% | 22.6% | -2.4% |
| 2008 | -49.2% | -13.0% | 1.1% | -20.9% | -27.0% |
| 2007 | -8.6% | 4.6% | 8.1% | -10.1% | -10.1% |
| 2006 | 17.9% | 15.3% | -5.4% | 1.4% | 6.7% |
| 2005 | 24.1% | 13.8% | -1.3% | 12.4% | -1.6% |
| 2004 | 33.8% | 11.9% | -1.2% | 1.7% | 19.0% |
| 2003 | 54.1% | -10.8% | 31.0% | 20.8% | 9.2% |
| 2002 | -19.0% | 2.6% | -6.0% | -21.9% | 7.6% |
| 2001 | -23.9% | 24.5% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| SDL PLC ORD | 3.04% |
| Hollywood Bowl Group PLC ORD | 2.90% |
| Zotefoams PLC ORD | 2.79% |
| Consort Medical PLC ORD | 2.64% |
| GBP Cash | 2.63% |
| Serica Energy PLC ORD | 2.50% |
| Vitec Group Plc ORD | 2.44% |
| Microgen PLC ORD | 2.44% |
| Games Workshop Group PLC ORD | 2.36% |
| Tracsis PLC ORD | 2.33% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date09/04/2001
- Share Class size244Mn
- Base currencyGBP
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ISIN GB0030310857
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment0.00%