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AXA Framlington American Growth R Acc

Ranked 102 out of 257 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Kelly

Stephen Kelly graduated from the University of Exeter with a degree in economics in 1990. He has worked at Olliff & Partners as a trainee in the equity research department, and he joined Capel Cure Myers in 1992 as an assistant fund manager on the US desk before being promoted to fund manager in 1995. He joined AXA Framlington in 1997, and is responsible for US Growth funds. He currently manages the AXA Framlington American Growth Fund.

David Shaw

Objective

The Fund invests in shares of companies which the fund manager believes will provide above-average returns. The Fund invests principally in large and medium-sized companies listed in the US. The fund manager selects shares based upon analysis of a company's financial status, quality of its management, expected profitability and prospects for growth. The fund manager has full discretion to select investments for the Fund in line with the above investment policy and in doing so may take into consideration the Russell 1000 Growth Index.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.5% 0.5% -0.1%
2016 16.3% -3.8% 7.0% 9.2% 3.5%
2015 8.9% 11.4% -6.1% -5.0% 9.7%
2014 16.5% -0.7% 0.9% 7.4% 8.2%
2013 29.2% 14.4% 0.3% 5.5% 6.8%
2012 6.0% 13.0% -5.2% 5.5% -6.3%
2011 2.6% 3.8% 0.5% -5.8% 4.4%
2010 22.1% 11.3% -8.9% 6.9% 12.7%
2009 21.8% -1.6% 0.8% 14.6% 7.1%
2008 -18.6% -14.5% 4.1% -5.1% -3.7%
2007 12.4% 2.4% 6.5% 3.5% -0.4%
2006 -5.3% 5.3% -13.2% 0.5% 3.1%
2005 16.7% -1.3% 7.4% 5.5% 4.5%
2004 1.8% -1.4% 0.3% -0.3% 3.3%
2003 19.7% 4.5% 8.0% 2.1% 3.9%
2002 -33.3% -1.6% -18.5% -15.8% -1.3%
2001 -23.0% -18.3% 9.2% -21.9% 10.4%
2000 1.3% 11.8% -1.0% 12.1% -18.4%
1999 62.0% 13.8% 8.6% -2.0% 33.8%
1998 46.8% 13.8% 9.6% -5.1% 24.0%
1997 35.1% 4.7% 6.6% 22.7% -1.3%
1996 8.4% 8.8% 2.0% 3.2% -5.4%
1995 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Apple Inc ORD 6.20
Microsoft Corp ORD 5.29
Alphabet Inc ORD 5.17
Facebook Inc ORD 3.33
Amazon.com Inc ORD 3.30
GBP Cash 2.77
Visa Inc ORD 2.31
Celgene Corp ORD 2.14
Alexion Pharmaceuticals Inc ORD 1.59
LKQ Corp ORD 1.57
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size492Mn
  • Base currencyGBP
  • ISIN GB0003509212

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).