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AXA Lifetime Distribution A GBP Acc

Ranked 45 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 aim of this Fund is to achieve income with some prospects for capital growth over the medium to long term.Investment will be in UK quoted companies and UK index linked gilts. The maximum investment in equities will normally be 60% of the property of the Fund. The Fund may also invest at the Investment Manager's discretion, in other transferable securities, cash, deposits, units in collective investment schemes and money market instruments.

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 7.8%
2018 -6.2% -4.6% 5.0% -1.5% -4.9%
2017 8.2% 3.1% 0.2% 1.1% 3.6%
2016 19.6% 2.0% 6.7% 10.2% -0.3%
2015 -1.8% -3.0% 1.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 4.49%
GBP Cash 3.41%
GlaxoSmithKline PLC ORD 3.26%
BP PLC ORD 2.87%
HSBC Holdings PLC ORD 2.65%
Rio Tinto PLC ORD 2.33%
United Kingdom 0.750% 22-Mar-2034 2.07%
United Kingdom 0.125% 22-Mar-2024 2.06%
United Kingdom 0.125% 22-Nov-2036 2.05%
United Kingdom 1.250% 22-Nov-2032 2.05%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/03/2015
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00BVVJ3C52

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.30%

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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).