AXA Framlington UK Mid Cap Fund - Z IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.9 | 16.3 | -24.4 | 5.0 | 8.0 |
![]() | +/-Cat | 1.1 | 1.5 | -2.3 | -0.9 | 1.8 |
![]() | +/-B’mrk | - | - | - | -11.6 | 4.0 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 15/07/2024 | GBX 258.60 | |
Day Change | 0.58% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B3SYV567 | |
Fund Size (Mil) 15/07/2024 | GBP 293.28 | |
Share Class Size (Mil) 15/07/2024 | GBP 8.07 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.82% |
Investment Objective: AXA Framlington UK Mid Cap Fund - Z Income |
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 Manager believes will provide above-average returns. The Fund invests primarily in medium-sized companies. 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 | ||
Chris St John 04/03/2011 | ||
Dan Harlow 04/03/2011 | ||
Inception Date 04/03/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington UK Mid Cap Fund - Z Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.21 |
![]() | ![]() | 2.74 |
![]() | ![]() | 2.67 |
![]() | ![]() | 2.48 |
![]() | ![]() | 2.47 |
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AXA Framlington UK Mid Cap Fund - Z Income |