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AXA Framlington UK Smaller Companies R Acc

Ranked 6 out of 54 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Henry Lowson

Objective

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

Performance

UK Smaller Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 5.0% -4.5% 0.9%
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

31/08/2014

Top 10 Holdings

Stock Size
Regenersis PLC ORD 2.44
Tyman PLC ORD 2.30
GBP Cash 2.06
RPC Group PLC ORD 2.04
CLS Holdings PLC 2.03
4imprint Group PLC ORD 1.99
Scapa Group PLC ORD 1.95
Avon Rubber PLC ORD 1.87
Entertainment One Ltd ORD 1.87
Acal PLC ORD 1.85
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/04/2001
  • Share Class size92Mn
  • Base currencyGBP
  • ISIN GB0030310857

Purchase Info

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

Charges

  • 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).