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AXA WF Framlington Europe Small Cap A C

Ranked 17 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Isabelle De Gavoty

Isabelle De Gavoty’s first position in the world of finance came as an automotive analyst for Wargny Brokerage of Paris. In 1998 she took the role of small cap analyst with AXA IM, which she held for three years before taking the step up into fund management proper in 2001. When adding to her portfolio, Isabelle judges each stock on its own merits and looks for growth at reasonable price with a sector neutral approach. Marseille has had a strong influence on both the professional and personal life of the AXA manager. Born in the city in the spring of 1971, Isabelle went on to study finance at the AIX University and play the piano at the Marseille Conservatoire.

Objective

The fund seeks to achieve long-term capital growth measured in euro by investing in small and mid-cap companies domiciled or listed in the European geographical area. The fund invests at least 75% of its net assets in PEA eligible shares and rights issued by companies registered in the EEA.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2018 - 31/01/2019
  • Rank 17/86 Total Return
  • Rank 7/86 Standard Deviation
  • Rank 13/86 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -12.0% -2.1% 4.6% -0.3% -13.9%
2017 18.5% 7.3% 7.0% 2.2% 1.0%
2016 11.5% 0.7% -0.4% 11.9% -0.7%
2015 26.0% 10.3% -0.9% 4.3% 10.5%
2014 0.2% 4.4% -5.9% -4.7% 6.9%
2013 29.4% 11.5% 0.6% 7.6% 7.3%
2012 22.5% 15.0% -6.2% 8.0% 5.0%
2011 -18.0% 1.2% 3.1% -21.8% 0.5%
2010 18.7% 5.9% -13.5% 15.4% 12.2%
2009 33.2% -6.3% 7.0% 31.1% 1.4%
2008 -33.5% -5.2% 1.0% -23.7% -9.0%
2007 7.6% 4.0% 6.1% -0.7% -1.9%
2006 27.3% 19.5% -6.2% 0.7% 12.8%
2005 40.6% 6.3% 9.5% 16.9% 3.4%
2004 26.5% 5.6% 4.6% 0.6% 13.8%
2003 43.9% -7.3% 22.9% 13.5% 11.3%
2002 -25.5% 6.7% -8.8% -26.3% 3.9%
2001 -4.8% -25.0% 18.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
AXA IM Euro Liquidity 4.97%
Edenred SA ORD 4.85%
IMCD NV ORD 3.77%
Tele2 AB ORD 3.57%
DNA Oyj ORD 3.34%
Avanza Bank Holding AB ORD 3.00%
Emmi AG ORD 2.91%
Xing SE ORD 2.70%
Kingspan Group PLC ORD 2.69%
Hiscox Ltd ORD 2.55%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date09/03/2001
  • Share Class size799Mn
  • Base currencyUnits
  • ISIN LU0125741180

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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