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AXA WF Framlington Eurozone RI A EUR

Ranked 14 out of 58 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Jean-Marc Maringe

Objective

The Fund seeks to achieve long term capital growth measured in Euro by investing mainly in large, medium and small capitalisation companies domiciled in the Eurozone using a Responsible Investment filter. The fund invests essentially in equities issued by companies domiciled or carrying out a main part of their economic activity in the Eurozone and invests up to one third of its assets in money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -10.0% -4.4% 4.5% 1.8% -11.4%
2017 14.2% 7.1% 3.3% 4.6% -1.2%
2016 21.6% 0.8% 0.3% 10.8% 8.5%
2015 4.5% 11.4% -5.6% -5.6% 5.3%
2014 -7.3% 0.5% -2.5% -4.0% -1.5%
2013 21.8% 5.6% 1.8% 8.1% 4.8%
2012 18.9% 11.4% -8.3% 5.8% 10.1%
2011 -18.9% 6.7% 2.5% -27.9% 2.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Total SA ORD 6.21%
Allianz SE ORD 5.49%
L'Oreal SA ORD 3.41%
LVMH Moet Hennessy Louis Vuitton SE ORD 3.39%
SAP SE ORD 3.36%
Siemens AG ORD 3.23%
Deutsche Telekom AG ORD 3.19%
Unilever NV DR 2.94%
Linde PLC ORD 2.79%
ASML Holding NV ORD 2.64%
31/12/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Portugal
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date03/11/2010
  • Share Class size175Mn
  • Base currencyUnits
  • ISIN LU0545089723

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).