Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

AXA Framlington UK Select Opportunities R Inc

Ranked 124 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Nigel Thomas

Nigel Thomas is one of the few fund managers who can boast a career record of more than 15 years at the helm of UK-oriented unit trusts and he has built an impressive record over this period. Thomas learned his trade at the hands of legendary stockmarket investor John Carrington before Carrington's company was sold to Dutch bank ABN Amro. Early in 2002 Framlington (now AXA Framlington) lured him across to the other side of Bishopsgate in the heart of the City. Thomas, an Economics and Geography graduate from UCL and a keen horseracing fan, has worked alongside George Luckraft for this entire period and they are seen as inseparable. Thomas made particularly impressive returns for his investors during the stockmarket rally of late 1999/early 2000 but unlike many of his rivals he managed to retain much of these gains in the ensuing bear market. A growth-oriented investor, he tends to run his funds with approximately one-third of his assets exposed to each of the large-cap, mid-cap and small-cap areas of the stockmarket. He is responsible for AXA Framlington UK Select Opportunities fund.

Objective

The aim of the Fund is to achieve capital growth by investing in companies, primarily of UK origin where the Manager believes above average returns can be realised.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.4% 0.9% -2.2% -0.1%
2013 28.9% 12.4% -0.3% 7.1% 7.5%
2012 10.7% 8.8% -4.9% 6.1% 0.9%
2011 -0.2% 0.3% 3.2% -11.9% 9.5%
2010 27.0% 5.2% -5.5% 16.2% 9.9%
2009 34.2% -8.0% 14.8% 19.9% 5.9%
2008 -29.3% -8.2% 1.7% -15.4% -10.5%
2007 3.8% 4.2% 1.9% -3.2% 1.0%
2006 18.2% 10.1% -3.0% 3.9% 6.5%
2005 24.6% 4.0% 3.8% 10.3% 4.7%
2004 23.6% 10.0% 3.3% 1.8% 6.9%
2003 36.5% -7.0% 21.4% 13.8% 6.3%
2002 -11.6% -11.4% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
ITV PLC ORD 5.29
BT Group PLC ORD 3.49
HSBC Holdings PLC ORD 3.19
Prudential PLC ORD 3.10
GKN PLC ORD 3.07
Royal Dutch Shell Plc B ORD 2.90
Essentra PLC ORD 2.85
Weir Group PLC ORD 2.85
Shire PLC ORD 2.74
Rio Tinto PLC ORD 2.69
31/07/2014

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date31/01/1969
  • Share Class size4,578Mn
  • Base currencyGBP
  • ISIN GB0003501698

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

FTSE rebounds as US jobs data cheer markets

(Update) The US created more jobs than expected last month.

AXA Framlington UK Select Opportunities

Shire up, Xaar down; FTSE falls as inflation drops

The FTSE 100 falls back after a drop in UK inflation increases interest rate uncertainty. Shire rises on bid talk, Xaar dives on a profits alert.

The best and worst FTSE stocks of 2013

The FTSE 100 rose 14% last year, with the top stock soaring 117% and the worst plunging nearly 60%. 

FTSE gains but Speedy Hire slides on probe

Hopes the FTSE will end the year well don't include construction services company Speedy Hire which slumps after problems in its are uncovered. 

Why Japanese awakening is dream scenario for Chatfeild-Roberts

Jupiter chief investment officer John Chatfeild-Roberts is convinced Japan’s recovery will continue, is bullish on developed-world equities, and is shunning government bonds.

Nigel Thomas identifies disruptive energy as key global opportunity

Citywire AAA-rated Nigel Thomas is backing a series of internationally disruptive changes in energy supply and extraction as a key step change to the global economy.

Smart Beta: Michael Roberts of Protect & Invest

Michael Roberts uses Vanguard’s range of index trackers for their low tracking error and ‘reasonable’ costs in his 50/50 active-passive investment strategy.

Nigel Thomas and Giles Hargreave up stakes in SJP

Star managers Nigel Thomas and Giles Hargreave have upped their stakes in restricted advice group St James's Place.

FTSE holds on to gains as 'cliff' talks stall

UK and European markets held steady despite a setback in President Obama's talks with Republicans over the US 'fiscal cliff'.

...more...

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