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AXA WF Framlington UK A C EUR

Ranked 95 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Chris St John

Chris St John was born in 1973 in Bristol, UK. He studied at the University of Durham where he gained joint honours in Philosophy and Psychology. Chris has been working for AXA since 2005, and prior to this he worked for Friends Ivory and Sime/ISIS which he joined in 1999. Chris's investment style is growth at a reasonable price. He is an associate member of the CFA and a member of the Institute of Chartered Accountants of Scotland. In his spare time he enjoys golf, tennis and rugby.

Objective

The objective of the Sub-Fund is to achieve long-term capital growth. Typical investors would seek long term capital growth measured in GBP from an actively managed portfolio of listed equity, equity related securities and derivative instruments on such securities. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing mainly in companies domiciled or listed in the United Kingdom. The portfolio will comprise a selection of UK large, mid and small cap companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 95/255 Total Return
  • Rank 141/255 Standard Deviation
  • Rank 137/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.8%
2018 -13.4% -6.6% 8.3% -2.1% -12.5%
2017 16.8% 5.1% 2.2% 5.6% 2.9%
2016 -4.4% 12.3% 1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell PLC ORD 3.49%
Future PLC ORD 2.98%
BP PLC ORD 2.89%
GlaxoSmithKline PLC ORD 2.78%
Diageo PLC ORD 2.63%
Rio Tinto PLC ORD 2.51%
Prudential PLC ORD 2.48%
Experian PLC ORD 2.40%
Coats Group PLC ORD 2.27%
HSBC Holdings PLC ORD 2.06%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date21/03/2016
  • Share Class size201Mn
  • Base currencyEUR
  • ISIN LU1319653389

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Related News

Chris St John in good shape for the Nigel Thomas challenge

With Nigel Thomas bringing the curtain down on a 40-year career, his successor certainly has big shoes to fill.

Nigel Thomas to retire after 40 years in funds

Nigel Thomas, fund manager of the Axa Framlington UK Select Opportunites fund, will retire next year and hand over the reins to Chris St John.

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