AXA Framlington Managed Balanced R Acc
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.
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
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Rank 93/177 Total Return
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Rank 69/177 Standard Deviation
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Rank 71/177 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 91 | CF Greenmount Inc | GBP | 60.8% |
| 92 | Scottish Widows Strategic Growth Portfolio A Acc | GBP | 60.6% |
| 93 | AXA Framlington Managed Balanced R Acc | GBP | 60.6% |
| 94 | Sarasin IE GlobalSar - Dynamic GBP A Acc | GBP | 59.8% |
| 95 | Standard Life Inv Myfolio Managed IV Ret Acc | GBP | 59.8% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 67 | Barclays Wealth Global Markets 4 B Acc | GBP | 7.5 |
| 67 | M&G UK Income Distribution Sterling A Inc | GBP | 7.5 |
| 69 | AXA Framlington Managed Balanced R Acc | GBP | 7.5 |
| 69 | HSBC Balanced Inc | GBP | 7.5 |
| 69 | IFSL Tilney Bestinvest Agg Gro Pfolio Inst Acc | GBP | 7.5 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 69 | CF Canlife Balanced B Acc | GBP | -8.6% |
| 70 | MGTS Clarion Meridian Portfolio R GBP Acc | GBP | -8.6% |
| 71 | Vanguard LifeStrategy 80% Equity Acc | GBP | -8.6% |
| 71 | AXA Framlington Managed Balanced R Acc | GBP | -8.6% |
| 73 | Margetts Select Strategy GBP Acc | GBP | -8.7% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 4.3% | 1.3% | |||
| 2016 | 13.1% | 0.1% | 3.6% | 7.1% | 1.8% |
| 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
Top 10 Holdings
| Stock | Size |
|---|---|
| GBP Cash | 10.36 |
| AXA Framlington Emerging Markets R Acc | 3.81 |
| United Kingdom 4.750% 07-Mar-2020 | 2.16 |
| GBP/JPY Forward Contract | 1.97 |
| GBP/USD Forward Contract | 1.90 |
| Japan 0.100% 20-Sep-2026 | 1.73 |
| BP PLC ORD | 1.71 |
| Royal Dutch Shell Plc B ORD | 1.61 |
| GlaxoSmithKline PLC ORD | 1.60 |
| GBP/EUR Forward Contract | 1.32 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date31/12/1992
- Share Class size1,071Mn
- Base currencyGBP
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ISIN GB0003509659
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.25%
- Initial investment5.25