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AXA WF Framlington Human Capital AC EUR

Ranked 51 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Jean-Marc Maringe

Objective

The objective of the Sub-Fund is to achieve long term capital growth. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in small and medium sized companies domiciled or listed in European geographical area and companies with above average performance in human capital management. This strategy is to identify European companies combining financial criteria and the best human capital practices including but not limited to the following criteria: job's stability and creation, training and development, performance management and reward systems, precariousness, turnover etc.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 -18.9% -6.3% 3.0% 0.7% -16.5%
2017 17.5% 6.7% 4.1% 3.7% 2.1%
2016 14.9% 1.8% -0.1% 10.2% 2.4%
2015 11.4% 9.6% -2.0% -4.5% 8.6%
2014 -3.7% 3.9% -2.6% -5.9% 1.1%
2013 21.2% 9.0% -0.4% 7.2% 4.2%
2012 22.1% 15.7% -8.2% 7.8% 6.7%
2011 -18.8% 3.9% 2.1% -24.5% 1.4%
2010 17.0% 6.3% -11.5% 14.7% 8.4%
2009 29.3% -10.3% 10.4% 28.6% 1.6%
2008 -26.1% -1.9% -7.1% -14.8% -4.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
SEB SA ORD 2.87%
DCC PLC ORD 2.52%
MTU Aero Engines AG ORD 2.43%
Biomerieux SA ORD 2.33%
Informa PLC ORD 2.29%
Heineken Holding NV ORD 2.28%
Remy Cointreau SA ORD 2.18%
Gemalto NV ORD 2.16%
Eurazeo SE ORD 2.16%
Ucb SA ORD 2.16%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date29/10/2007
  • Share Class size307Mn
  • Base currencyUnits
  • ISIN LU0316218527

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).