Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

AXA WF Framlington Euro Opportunities AC EUR

Ranked 29 out of 59 in - Eurozone over 12 months
All calculations are in GBP unless stated

Objective

The fund seeks to achieve long term capital growth measured in Euro by investing in large and medium capitalisation companies domiciled in the Euro zone. The fund invests mainly in equities of large and medium sized companies based in the Eurozone. Specifically, at all times the fund invests at least 66% of net assets in equities that are denominated in EUR and may invest up to 10% of net assets in companies not based in the Eurozone.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -15.2% -5.1% 5.0% 0.4% -15.3%
2017 14.1% 5.6% 5.4% 4.7% -2.1%
2016 17.7% -1.3% 1.6% 11.1% 5.7%
2015 7.2% 10.7% -4.8% -5.3% 7.5%
2014 -6.9% 0.1% -1.8% -4.4% -0.9%
2013 25.1% 8.8% 2.1% 6.1% 6.1%
2012 22.3% 12.8% -6.4% 7.8% 7.4%
2011 -13.3% 7.8% 3.7% -25.1% 3.5%
2010 0.9% 2.0% -16.8% 13.1% 5.2%
2009 11.1% -16.0% 2.7% 30.0% -0.9%
2008 -28.6% -10.0% -7.8% -12.5% -1.7%
2007 12.2% 1.8% 8.5% -2.6% 4.2%
2006 19.7% 11.7% -5.9% 6.4% 7.0%
2005 20.8% 1.8% 2.7% 9.9% 5.2%
2004 8.7% -3.8% 2.6% -1.1% 11.4%
2003 30.4% -8.0% 21.9% 2.4% 13.5%
2002 -31.1% 1.6% -11.7% -31.5% 12.1%
2001 -23.3% -11.9% -3.5% -20.7% 13.6%
2000 1.7% 1.9% 6.0% -6.3% 0.5%
1999 19.7% -2.4% 3.5% -2.6% 21.6%
1998 26.1% 18.8% 7.5% -17.7% 20.1%
1997 32.2% 11.0% 8.5% 11.0% -1.0%
1996 8.3% 8.2% 3.1% 0.2% -3.1%
1995 13.9% -1.2% 10.1% 3.5% 1.2%
1994 -0.2% 1.8% -2.9% 1.6% -0.6%
1993 27.9% 5.1% 1.2% 10.8% 8.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Total SA ORD 6.09%
Allianz SE ORD 5.53%
AXA IM Euro Liquidity 5.35%
Linde PLC ORD 5.10%
L'Oreal SA ORD 4.89%
SAP SE ORD 4.39%
BNP Paribas SA ORD 4.33%
LVMH Moet Hennessy Louis Vuitton SE ORD 4.05%
Anheuser Busch Inbev NV ORD 3.88%
ASML Holding NV ORD 3.73%
31/03/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size258Mn
  • Base currencyUnits
  • ISIN LU0073680463

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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