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AXA Framlington UK Smaller Companies R Acc

Ranked 10 out of 50 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 aim of the fund is to achieve capital growth through investment at least 80% of its assets in smaller UK quoted companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 7.8% 6.8%
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

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
On The Beach Group PLC ORD 2.91
GBP Cash 2.67
SDL PLC ORD 2.53
4imprint Group PLC ORD 2.39
Scapa Group PLC ORD 2.39
Coats Group PLC ORD 2.25
Consort Medical PLC ORD 2.07
Restore PLC ORD 2.02
Joules Group PLC ORD 2.01
Dechra Pharmaceuticals PLC ORD 2.01
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/04/2001
  • Share Class size324Mn
  • 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).