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AXA Framlington UK Smaller Companies R Acc

Ranked 18 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Dan Harlow

Dan Harlow is a fund manager at AXA Investment Managers based in London where he deals in UK small-caps using a growth investment style. Dan joined the firm in 2010 and prior to this he was a fund manager at Montanaro Asset Management. Dan graduated from the University of Southampton with a degree in History.

Objective

The Fund invests in shares of UK listed companies which the fund manager believes will provide above-average returns. The Fund invests primarily in small companies. 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 Smaller Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1%
2017 30.5% 7.3% 7.8% 6.8% 5.6%
2016 5.1% -1.9% -9.7% 15.3% 2.9%
2015 21.9% 4.4% 8.8% 2.8% 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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/04/2001
  • Share Class size296Mn
  • Base currencyGBP
  • ISIN GB0030310857

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

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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).