AXA Framlington American Growth Fund - D IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 24.6 | 9.8 |
![]() | +/-Cat | - | - | - | -2.1 | -2.5 |
![]() | +/-B’mrk | - | - | - | -7.4 | -7.8 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 14/08/2024 | GBP 14.76 | |
Day Change | 1.17% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BPX34Y24 | |
Fund Size (Mil) 14/08/2024 | GBP 1099.65 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.93 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 1.16% |
Investment Objective: AXA Framlington American Growth Fund - D Income |
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund invests principally (meaning at least 80% of its assets) in large and medium-sized companies listed in the US. The Fund invests in shares of companies which the Manager believes are attractive investment opportunities, relative to their industry peers. 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 | ||
Stephen Kelly 22/03/2006 | ||
David Shaw 23/12/1992 | ||
Inception Date 30/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR GBP | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Framlington American Growth Fund - D Income | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.20 |
![]() | ![]() | 7.19 |
![]() | ![]() | 5.93 |
![]() | ![]() | 5.18 |
![]() | ![]() | 4.37 |
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AXA Framlington American Growth Fund - D Income |