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AXA Global Distribution

Ranked 101 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Forbes-Wilson

Jamie Forbes-Wilson was born in Surrey in 1974. He graduated from Exeter University in 1996 with a BA (Hons) degree in Economic and Political Development. He began his career at Wise Speke in 1996 and served as an investment manager. Jamie worked as a private portfolio manager at Brewin Dolphin after it merged with Wise Speke in 1998. In 2003, he moved to AXA Framlington as an investment manager, responsible for charity, pension and private client portfolios. Jamie is a Fellow of the Charted Institute for Securities and Investment. Outside of fund management, he enjoys golf.

Matthew Huddart

Objective

The Fund invests in a mix of shares in listed companies worldwide and bonds issued by governments of major developed countries worldwide (which are linked to the rate of inflation in those countries) and cash. The Fund's typical asset mix would range between 50-60% investment in shares and 40-50% in Government bonds and cash. The fund manager uses a proprietary stock selection model to identify companies that it believes to be attractive, relative to their industry peers, based on the model's analysis of their financial data.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -5.1% -3.9% 4.2% 2.8% -7.9%
2017 7.2% 3.1% -0.7% 1.3% 3.4%
2016 21.9% 4.3% 6.0% 7.8% 2.3%
2015 -0.6% 4.4% -5.2% -3.7% 4.3%
2014 9.4% 1.2% 2.7% 1.3% 4.0%
2013 9.3% 9.7% -3.0% 0.7% 2.0%
2012 7.2% 4.3% -2.2% 3.3% 1.7%
2011 0.3% 1.4% 1.7% -7.0% 4.5%
2010 11.9% 7.4% -5.9% 4.9% 5.5%
2009 7.2% -5.5% -1.9% 14.3% 1.1%
2008 0.4% -2.0% 0.6% -5.8% 8.2%
2007 6.8% 2.0% 0.9% 2.1% 1.7%
2006 0.7% 2.6% -5.1% 2.3% 1.0%
2005 19.3% 1.6% 5.2% 6.9% 4.5%
2004 7.7% 2.4% -0.7% 4.1% 1.7%
2003 11.7% -0.1% 6.5% 2.7% 2.2%
2002 -15.0% 0.3% -8.3% -9.1% 1.7%
2001 -6.2% -4.0% 3.1% -11.6% 7.4%
2000 1.8% 2.3% 3.3% -0.3% -3.5%
1999 12.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP/USD Forward Contract 17.32%
US Treasury 1.250% 15-Jul-2020 1.86%
US Treasury 0.125% 15-Jul-2026 1.66%
US Treasury 0.125% 15-Apr-2020 1.27%
Amazon.com Inc ORD 1.21%
US Treasury 2.500% 15-Jan-2029 1.13%
GBP Cash 1.07%
United Kingdom 0.250% 22-Mar-2052 1.05%
United Kingdom 0.750% 22-Mar-2034 1.01%
US Treasury 0.375% 15-Jul-2027 1.00%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/09/1999
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB0008309287

Purchase Info

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

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).