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AXA Framlington American Growth R Acc

Ranked 10 out of 153 in - North America over 12 months
All calculations are in GBP

Managed by

Dan Harlow

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.

Objective

The Fund aims to achieve capital growth. Ordinarily at least 80% of investment is in the shares of US, Canadian and Mexican companies which are of large and medium capitalisation.

Performance

North America over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 11.4% -6.1%
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

31/03/2015

Top 10 Holdings

Stock Size
Apple Inc ORD 5.04
Google Inc CL C ORD 3.57
GBP Cash 2.84
Facebook Inc ORD 2.02
Gilead Sciences Inc ORD 1.95
Royal Caribbean Cruises Ltd ORD 1.56
Monster Beverage Corp ORD 1.54
Hexcel Corp ORD 1.54
TJX Companies Inc ORD 1.54
Cerner Corp ORD 1.53
31/03/2015

Registered For Sale In

  1. Belgium
  2. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size628Mn
  • Base currencyGBP
  • ISIN GB0003509212

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).