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AXA Framlington Health R Inc

Ranked 7 out of 25 in - Pharmaceuticals & Health Care over 12 months
All calculations are in GBP unless stated

Managed by

Dani Saurymper

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.

Showing fund performance in United Kingdom View performance globally

Performance

Pharmaceuticals & Health Care over : 30/04/2015 - 30/04/2016
  • Rank 7/25 Total Return
  • Rank 19/25 Standard Deviation
  • Rank 13/25 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -7.2%
2015 11.4% 15.4% -4.1% -8.9% 10.6%
2014 29.5% 3.5% 3.6% 8.6% 11.1%
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 24.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
Roche Holding AG Par 5.71
Gilead Sciences Inc ORD 5.29
Allergan plc ORD 5.14
GlaxoSmithKline PLC ORD 4.76
AbbVie Inc ORD 3.78
Amgen Inc ORD 3.73
Celgene Corp ORD 3.64
Medtronic PLC ORD 3.41
UnitedHealth Group Inc ORD 3.33
Eli Lilly and Co ORD 3.30
29/02/2016

Registered For Sale In

  1. Singapore
  2. United Kingdom

Fund Info

  • Launch date24/04/1987
  • Share Class size495Mn
  • Base currencyGBP
  • ISIN GB0005753719

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.5

Related News

AXA IM hires Barclays man to run healthcare funds

AXA Investment Managers has hired Dani Saurymper to manage its £579 million AXA Framlington Health fund and the $229 million (£156 million) AXA WF Framlington Health fund.

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.

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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.

...more...

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