AXA Framlington UK Mid Cap Fund - ZI AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.6 | 16.4 | -24.3 | 5.1 | 15.3 |
![]() | +/-Cat | 1.3 | 1.6 | -2.2 | -0.8 | 3.1 |
![]() | +/-B’mrk | - | - | - | -11.4 | 5.8 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 14/08/2024 | GBX 123.30 | |
Day Change | 0.98% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BG1THY03 | |
Fund Size (Mil) 14/08/2024 | GBP 287.47 | |
Share Class Size (Mil) 14/08/2024 | GBP 70.79 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.66% |
Investment Objective: AXA Framlington UK Mid Cap Fund - ZI 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 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 16/03/2018 |
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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 - ZI Accumulation | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.27 |
![]() | ![]() | 2.85 |
![]() | ![]() | 2.78 |
![]() | ![]() | 2.66 |
![]() | ![]() | 2.61 |
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AXA Framlington UK Mid Cap Fund - ZI Accumulation |