AXA Framlington UK Select Opportunities Fund - R AccumulationRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -4.2 | 14.6 | -15.2 | -0.4 | 3.3 | |
+/-Cat | 0.9 | -1.8 | -3.5 | -8.4 | -3.4 | |
+/-B’mrk | - | - | - | -8.0 | -4.9 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 22/11/2024 | GBX 3724.00 | |
Day Change | 1.75% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0003501581 | |
Fund Size (Mil) 22/11/2024 | GBP 497.27 | |
Share Class Size (Mil) 22/11/2024 | GBP 91.59 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 1.57% |
Morningstar Research |
Analyst Report | 12/11/2024 Michael Born, Analyst Morningstar, Inc |
AXA Framlington UK Select Opportunities is led by a manager whose stock selection has been proved over the long term. The Morningstar Analyst Rating is maintained at Bronze for the ZI clean share classes. Other share classes are rated Bronze and... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: AXA Framlington UK Select Opportunities Fund - R Accumulation |
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund has at least 70% of its investments in shares of companies domiciled, incorporated or having significant business in the UK which the fund manager believes will provide above-average returns. The Fund invests in companies of any size. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Nigel Yates 02/02/2021 | ||
Chris St John 08/01/2019 | ||
Inception Date 30/11/1984 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington UK Select Opportunities Fund - R Accumulation | 31/10/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 4.76 |
London Stock Exchange Group PLC | Financial Services | 4.11 |
Experian PLC | Industrials | 3.64 |
Shell PLC | Energy | 3.58 |
Compass Group PLC | Consumer Cyclical | 2.94 |
Increase Decrease New since last portfolio | ||
AXA Framlington UK Select Opportunities Fund - R Accumulation |