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
The Fund invests in shares (equities) of listed companies which the fund manager believes will provide above-average returns. The Fund invests in companies of any size and based anywhere in the world. The fund manager seeks to reduce the impact on the Fund of fluctuations in value of equity markets by investing in bonds issued by companies or governments. The Fund's typical asset mix ranges between 60 85% in shares, with the remainder being mainly in bonds and cash. The fund manager selects shares and bonds based upon analysis of a company's financial status, quality of its management, expected profitability and prospects for growth.
Performance
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Rank 122/192 Total Return
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Rank 69/192 Standard Deviation
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Rank 75/192 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 120 | Omnis Managed Cautious B Acc | GBP | 33.6% |
| 121 | Close Discretionary Balanced Portfolio A Acc | GBP | 33.5% |
| 122 | AXA Framlington Managed Balanced R Acc | GBP | 33.4% |
| 123 | Scottish Widows Dynamic Solution A Acc | GBP | 33.2% |
| 124 | HSBC Ash Inst A Acc | GBP | 33.1% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 68 | IFSL Tilney Bestinvest Agg Gro Pfolio Inst Acc | GBP | 7.3 |
| 69 | AXA Framlington Managed Balanced R Acc | GBP | 7.4 |
| 70 | Standard Life Myfolio MultiMngr Inc V Rtl Acc | GBP | 7.4 |
| 71 | Close Discretionary Managed Balanced A Acc | GBP | 7.4 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 73 | LF Canlife Balanced B Acc | GBP | -8.6% |
| 74 | MGTS Clarion Meridian Portfolio R GBP Acc | GBP | -8.6% |
| 75 | Vanguard LifeStrategy 80% Equity Acc | GBP | -8.6% |
| 75 | AXA Framlington Managed Balanced R Acc | GBP | -8.6% |
| 77 | Margetts Select Strategy GBP Acc | GBP | -8.7% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -4.9% | ||||
| 2017 | 9.1% | 4.3% | 1.3% | 0.8% | 2.5% |
| 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 | 25.0% | 1.5% | 6.5% | 8.5% | 6.6% |
| 1994 | -4.2% | -0.8% | -5.2% | 2.2% | -0.4% |
| 1993 | 26.2% | 3.7% | 3.6% | 6.2% | 10.7% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United Kingdom
Fund Info
- Launch date31/12/1992
- Share Class size1,011Mn
- Base currencyGBP
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ISIN GB0003509659
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.25%
- Initial investment1.25