Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

AXA Framlington UK Select Opportunities R Inc

Ranked 189 out of 250 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

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 Fund will ordinarily invest at least 80% of its assets in companies, primarily of UK origin, where the Manager believes above returns can be realised.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -3.9% -5.9%
2015 8.4% 5.6% 0.7% -5.3% 7.6%
2014 0.1% 0.9% -2.2% -0.1% 1.5%
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 -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2016

Top 10 Holdings

Stock Size
RPC Group PLC ORD 5.51
Paddy Power Betfair PLC ORD 5.00
Rightmove PLC ORD 4.69
GlaxoSmithKline PLC ORD 4.24
ITV PLC ORD 3.91
BT Group PLC ORD 3.61
AstraZeneca PLC ORD 3.48
Vodafone Group PLC ORD 3.33
BTG PLC ORD 3.28
Dixons Carphone PLC ORD 3.06
30/06/2016

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date31/01/1969
  • Share Class size3,660Mn
  • Base currencyGBP
  • ISIN GB0003501698

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

Related News

Builders weigh on FTSE as house price fall tipped

House builders drag down FTSE 100 as RICS survey points to first fall in UK property prices since 2012.

Nigel Thomas talks tech, turnarounds and the test of time

Now 60 years old, Nigel Thomas has already proven himself one of the most successful fund managers in the UK, but he has no plans to hang up his hat

AXA Framlington UK Select Opportunities

Adviser Profile: Paul Lindfield of Sedulo Wealth Management

Paul Lindfield is impatient to see how his recipe for Sedulo Wealth Management’s recurring income growth turns out.

AXA's Nigel Thomas fills up on Shell and spends Shire windfall

Star fund manager Nigel Thomas has topped up his position in oil giant Royal Dutch Shell.

FTSE rebounds as US jobs data cheer markets

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

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.

...more...

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