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AXA Framlington Managed Balanced R Acc

Ranked 84 out of 220 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Hooper

Jamie Hooper has been in the investment field for over 15 years. He started his career working for Barclays Plc where he was a senior corporate advances analyst. After eight years with the company he joined F&C where he started working as a pan-european financial companies analyst and later started to work on UK equity portfolios. Jamie joined AXA Framlington in 2006 where he works as a fund manager. Jamie is an Associate of the UK Society of Investment Professionals and of the Chartered Institute of Bankers.

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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2015 - 30/04/2016
  • Rank 84/220 Total Return
  • Rank 83/220 Standard Deviation
  • Rank 89/220 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.1%
2015 2.6% 5.5% -2.5% -4.8% 4.8%
2014 3.1% 0.1% 0.4% 0.6% 2.0%
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 6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
GBP Cash 10.24
AXA Framlington Emerging Markets R Acc 3.02
United Kingdom 5.000% 07-Mar-2025 2.30
Germany 0.250% 13-Apr-2018 2.19
United Kingdom 4.500% 07-Sep-2034 1.66
US Treasury 1.625% 30-Nov-2020 1.63
Royal Dutch Shell Plc B ORD 1.59
GlaxoSmithKline PLC ORD 1.49
Vodafone Group PLC ORD 1.39
HSBC Holdings PLC ORD 1.39
29/02/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size962Mn
  • Base currencyGBP
  • ISIN GB0003509659

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment5.25

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