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AXA Framlington Health R Inc

Ranked 7 out of 8 in - Pharmaceuticals & Health Care over 12 months
All calculations are in GBP

Managed by

Gemma Game

Gemma Game was born in London in 1979. She holds a MA (Hons) degree in Pharmacology from Cambridge University. Gemma started her career at Merrill Lynch Investment Managers (MLIM) in 2001 and worked as a global healthcare analyst. In 2005, she became a fund manager and continued working as a healthcare specialist after the merge of BlackRock and MLIM in Oct, 2006. In Oct, 2007, Gemma moved to AXA Framlington as a senior portfolio manager. Gemma is a CFA chartholder and holds the IMC (Investment Management Certificate). Outside of fund management, she likes rugby, skiing, music and jogging.

Objective

To achieve capital growth through investment in healthcare and medical services and product companies worldwide. Investment will be in producers of pharmaceuticals, biotechnology firms, medical device and instrument manufacturers, distributors of healthcare products, care providers and managers, and other healthcare services companies.

Performance

Pharmaceuticals & Health Care over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 13.6% 3.5% 3.6% 5.9%
2013 34.6% 20.9% 0.9% 3.3% 6.8%
2012 11.2% 7.0% 3.5% 3.8% -3.2%
2011 5.3% 3.4% 5.2% -8.9% 6.3%
2010 16.2% 15.1% -9.3% 1.9% 9.3%
2009 15.2% -4.3% 1.6% 13.1% 4.7%
2008 -7.7% -13.7% 3.6% 4.7% -1.4%
2007 8.0% 2.7% 2.0% 2.9% 0.1%
2006 -11.9% 4.5% -15.4% 0.1% -0.3%
2005 15.2% -6.3% 11.8% 8.9% 1.0%
2004 3.4% 5.0% 1.4% -6.7% 4.0%
2003 32.9% 0.3% 19.8% 7.1% 3.3%
2002 -43.5% -10.2% -25.6% -16.2% 0.9%
2001 -14.7% -28.6% 28.5% -26.2% 26.1%
2000 116.6% 49.8% 30.5% 28.9% -14.1%
1999 44.7% -8.2% 5.7% 3.2% 44.3%
1998 -7.3% 9.2% -7.2% -19.9% 14.1%
1997 9.8% 4.1% 2.2% 14.8% -10.1%
1996 7.4% 15.6% 3.8% -3.2% -7.5%
1995 31.3% 5.4% 24.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2014

Top 10 Holdings

Stock Size
ROCHE HOLDING G PAR 6.32
Novartis AG ORD 5.34
Gilead Sciences Inc ORD 4.41
UnitedHealth Group Inc ORD 2.95
McKesson Corp ORD 2.46
Express Scripts Holding Co ORD 2.45
Amgen Inc ORD 2.30
Allergan Inc ORD 2.24
Covidien PLC ORD 2.22
Teva Pharmaceutical Industries Ltd DR 2.09
31/05/2014

Registered For Sale In

  1. Singapore
  2. United Kingdom

Fund Info

  • Launch date24/04/1987
  • Share Class size384Mn
  • Base currencyGBP
  • ISIN GB0005753719

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5.5

Related News

Gemma Game to exit AXA Investment Managers

Game was head of healthcare at the firm and had managed the AXA Framlington Health fund since July 2011.

AAA-rated Bowie: corporate bonds could fall up to 40%

Chris Bowie, head of credit at Ignis Asset Management, believes corporate bonds have limited upside and could see a capital loss of up to 40% if real gilt yields adjust.

GLG: why the tech sector is set to face a big battle

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Axa Framlington appoints Linden Thomson to healthcare team

Axa Investment Managers has hired Linden Thomson as a portfolio manager in the Axa Framlington healthcare team.

Deane Donnigan resigns from AXA Framlington

Deane Donnigan, lead manager of the AXA Framlington Health Fund, has resigned after 13 years at the firm.  

Powell to launch healthcare fund at Polar Capital

Citywire A-rated Gareth Powell will run a new long-only healthcare fund for Polar Capital when he joins the firm from Axa Framlington.

Biotech manager Gareth Powell leaves AXA Framlington

(Update: Powell joining Polar Capital) AXA Framlington Biotechnology fund manager Gareth Powell has left the firm for Polar Capital.

Sector Watch: Specialist managers build on property boom

Property funds aided returns in the Specialist sector, with Standard Life Investments’ Andrew Jackson leading the pack.

Fund Result: signs of life in healthcare

Dr Deane Donnigan, manager of the £410 million Framlington Health fund, believes healthcare stocks look very attractively valued across most areas.

Sectorwatch: Breathing new life into Healthcare

Healthcare and biotech funds may languish at the foot of the specialist sector rankings for the 12-month period to the end of June, but the performance of these funds in the second quarter of 2005 suggests a pulse still beats in a number of these portfolios.

...more...

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