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AXA Framlington UK Smaller Companies R Acc

Ranked 7 out of 54 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Henry Lowson


The aim of the fund is to achieve capital growth through investment principally in smaller UK quoted companies.


UK Smaller Companies over : 30/04/2014 - 30/04/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 4.4%
2014 5.8% 5.0% -4.5% 0.9% 4.5%
2013 43.2% 12.1% -0.3% 13.7% 12.8%
2012 23.7% 11.4% -3.8% 10.3% 4.7%
2011 -0.9% 5.8% 3.5% -11.1% 1.8%
2010 32.3% 4.3% -4.7% 15.2% 15.6%
2009 50.2% -2.5% 28.8% 22.6% -2.4%
2008 -49.2% -13.0% 1.1% -20.9% -27.0%
2007 -8.6% 4.6% 8.1% -10.1% -10.1%
2006 17.9% 15.3% -5.4% 1.4% 6.7%
2005 24.1% 13.8% -1.3% 12.4% -1.6%
2004 33.8% 11.9% -1.2% 1.7% 19.0%
2003 54.1% -10.8% 31.0% 20.8% 9.2%
2002 -19.0% 2.6% -6.0% -21.9% 7.6%
2001 -23.9% 24.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
GBP Cash 3.54
Spirit Pub Company PLC ORD 2.52
RPC Group PLC ORD 2.45
Tyman PLC ORD 2.42
CLS Holdings PLC 2.13
Restore PLC ORD 2.12
4imprint Group PLC ORD 2.10
Consort Medical PLC ORD 1.94
Avon Rubber PLC ORD 1.94
Synergy Health PLC ORD 1.83

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/04/2001
  • Share Class size116Mn
  • Base currencyGBP
  • ISIN GB0030310857

Purchase Info

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


  • Annual management1.5%
  • 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 GBP).