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AXA Framlington UK Smaller Companies R Acc

Ranked 29 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
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

28/02/2019

Top 10 Holdings

Stock Size
SDL PLC ORD 3.54%
On The Beach Group PLC ORD 2.88%
Hollywood Bowl Group PLC ORD 2.81%
Microgen PLC ORD 2.76%
Future PLC ORD 2.75%
GBP Cash 2.69%
Consort Medical PLC ORD 2.55%
Discoverie Group PLC ORD 2.46%
Vitec Group Plc ORD 2.44%
Games Workshop Group PLC ORD 2.38%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/04/2001
  • Share Class size244Mn
  • Base currencyGBP
  • ISIN GB0030310857

Purchase Info

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

Charges

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

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RLAM hires AAA-rated small cap star Henry Lowson

Henry Lowson will join Royal London Asset Management in September, replacing Victoria Stewart on the group's UK Smaller Companies fund.

Harlow returns to top AXA IM UK small cap fund

Dan Harlow is back in charge of the AXA IM UK Small cap fund, replacing AAA-rated Henry Lowson who is leaving the firm.

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