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AXA Framlington American Growth R Acc

Ranked 81 out of 144 in - North America over 12 months
All calculations are in GBP

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.

Dan Harlow

Objective

The Fund aims to achieve capital growth through investment principally in US, Canadian and Mexican large and medium capitalisation companies which, in the Manager's opinion, show above average profitability, management quality and growth.

Performance

North America over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 7.6% -0.7% 0.9% 7.4%
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 5.8% 1.9% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Apple Inc ORD 4.16
Google Inc ORD 3.64
GBP Cash 2.91
Gilead Sciences Inc ORD 2.16
Qualcomm Inc ORD 1.73
Facebook Inc ORD 1.72
Amazon.com Inc ORD 1.64
Amgen Inc ORD 1.60
F5 Networks Inc ORD 1.55
American Tower Corp ORD 1.53
31/07/2014

Registered For Sale In

  1. Belgium
  2. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size621Mn
  • Base currencyGBP
  • ISIN GB0003509212

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment500

Charges

  • Annual management1.5%
  • Initial investment5.25

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).