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AXA Framlington Managed Balanced R Acc

Ranked 67 out of 233 in - Aggressive GBP over 1 months
All calculations are in GBP

Managed by

Richard Peirson

Richard Peirson has over 25 years' experience as a fund manager and he follows AXA Framlington's investment philosophy, which focuses on companies which offer growth at a reasonable price. He assesses a company's growth prospects by analysing the quality of its management, its financial position, the industry in which it operates and its competitive position. He applies this to his AXA Framlington Financial fund. Born in 1949 in Newcastle Upon Tyne, Peirson went on to gain a BSc in Computational and Statistical Science from Liverpool University. He started out his career as a computer consultant for Arthur Andersen and moved into money management with stockbrokers Grieveson Grant in 1982. His contract was renewed by Kleinwort Benson in 1986 after its acquisition of Grieveson Grant and he spent eight years with the group before he was snapped up AXA Framlington.

Objective

Capital growth through investment in a broad range of securities in all or any economic sectors in all or any parts of the world which, in the Manager's opinion, show above average profitability, management quality and growth, balancing risk and return for investors.

Performance

Aggressive GBP over : 30/09/2014 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 1.5% 0.1% 0.4% 0.6% 0.4%
2013 17.7% 9.5% -0.8% 3.5% 4.6%
2012 12.5% 7.3% -2.9% 5.1% 2.7%
2011 -3.5% 0.4% 1.9% -10.2% 5.1%
2010 17.1% 6.1% -7.2% 11.1% 7.1%
2009 21.4% -8.4% 8.8% 18.4% 3.0%
2008 -21.0% -6.9% -2.7% -9.8% -3.2%
2007 6.0% 3.0% 2.6% -0.2% 0.7%
2006 12.4% 9.2% -4.6% 3.1% 4.8%
2005 27.4% 3.4% 5.8% 9.9% 6.1%
2004 16.5% 3.2% 1.5% 3.0% 7.9%
2003 21.6% -4.8% 13.8% 6.1% 5.8%
2002 -15.4% 2.4% -7.6% -14.5% 4.7%
2001 -12.1% -7.6% 1.5% -14.5% 9.6%
2000 3.3% 2.3% 1.3% 1.6% -2.0%
1999 25.9% 6.0% 4.8% -3.8% 17.9%
1998 12.8% 13.8% 1.5% -12.8% 11.9%
1997 12.4% 4.8% 3.8% 8.0% -4.4%
1996 12.7% 6.4% 4.5% 1.6% -0.1%
1995 7.8% 1.1% 6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
GBP Cash 14.66
AXA Framlington Emerging Markets R Acc 3.97
Germany 0.250% 13-Apr-2018 2.80
United Kingdom 2.500% 17-Jul-2024 1.95
HSBC Holdings PLC ORD 1.92
BP PLC ORD 1.67
Royal Dutch Shell Plc B ORD 1.54
United Kingdom 5.000% 07-Mar-2025 1.48
United Kingdom 2.500% 16-Apr-2020 1.42
GlaxoSmithKline PLC ORD 1.26
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size774Mn
  • Base currencyGBP
  • ISIN GB0003509659

Purchase Info

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

Charges

  • Annual management1.3%
  • Initial investment5.25

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