AXA Framlington UK Smaller Companies R Acc

Ranked 19 out of 49 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 : 31/05/2018 - 31/05/2019

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

30/04/2019

Top 10 Holdings

Stock Size
SDL PLC ORD 2.86%
On The Beach Group PLC ORD 2.84%
Hollywood Bowl Group PLC ORD 2.77%
Future PLC ORD 2.73%
Aptitude Software Group PLC ORD 2.69%
Games Workshop Group PLC ORD 2.58%
4imprint Group PLC ORD 2.55%
Speedy Hire PLC ORD 2.34%
Discoverie Group PLC ORD 2.20%
Vitec Group Plc ORD 2.16%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/04/2001
  • Share Class size249Mn
  • Base currencyGBP
  • ISIN GB0030310857

Purchase Info

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

Charges

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

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