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AXA Framlington UK Select Opportunities R Inc

Ranked 181 out of 247 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 invests in shares of companies, primarily of UK origin, which the fund manager believes will provide above-average returns. The Fund invests in companies of any size. The fund manager selects shares based upon analysis of a company's financial status, quality of its management, expected profitability and prospects for growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% 2.3%
2016 3.4% -3.9% -5.9% 10.1% 3.9%
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 -22.7% 1.9% -6.2% -18.9% -0.2%
2001 -12.9% -5.9% 2.5% -22.8% 17.1%
2000 -6.1% 3.3% -8.8% 8.5% -8.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
Paddy Power Betfair PLC ORD 5.14
RPC Group PLC ORD 4.63
Rightmove PLC ORD 4.61
GlaxoSmithKline PLC ORD 4.49
ITV PLC ORD 4.35
Elementis PLC ORD 2.94
GKN PLC ORD 2.84
Prudential PLC ORD 2.71
Royal Dutch Shell Plc B ORD 2.67
BTG PLC ORD 2.65
31/03/2017

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date31/01/1969
  • Share Class size3,491Mn
  • Base currencyGBP
  • ISIN GB0003501698

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

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