AXA Framlington Managed Balanced R Acc
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
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Rank 24/168 Total Return
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Rank 99/168 Standard Deviation
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Rank 57/168 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 22 | Premier Multi-Asset Growth & Inc A Net Inc | 63.5% |
|
| 23 | CF Canlife UK Equity and Bond Income B Inc | 63.3% |
|
| 24 | AXA Framlington Managed Balanced R Acc | 62.1% |
|
| 25 | SPFM Global Growth | 61.6% |
|
| 26 | BlackRock Armed Forces Common Investment Acc | 61.1% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 98 | Invesco Perpetual Managed Income Inc | 2.8 |
|
| 99 | AXA Framlington Managed Balanced R Acc | 2.8 |
|
| 99 | MGTS Future Money Dynamic Growth GBP Acc | 2.8 |
|
| 99 | 7IM AAP Moderately Adventurous A Acc | 2.8 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 55 | IFSL Tilney Bestinvest Agg Gro Pfolio Inst Acc | -10.2% |
|
| 55 | COIF Charities Investment Inc | -10.2% |
|
| 57 | AXA Framlington Managed Balanced R Acc | -10.2% |
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| 58 | Scottish Widows Progressive Portfolio A Acc | -10.3% |
|
| 59 | Smith & Williamson MM Endurance Balanced A Inc | -10.3% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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 | 16.66 |
| AXA Framlington Emerging Markets R Acc | 3.98 |
| Germany 0.250% 13-Apr-2018 | 2.50 |
| HSBC Holdings PLC ORD | 2.01 |
| United Kingdom 2.500% 16-Apr-2020 | 1.94 |
| United Kingdom 2.500% 17-Jul-2024 | 1.81 |
| Vodafone Group PLC ORD | 1.50 |
| United Kingdom 5.000% 07-Mar-2025 | 1.39 |
| AstraZeneca PLC ORD | 1.32 |
| GlaxoSmithKline PLC ORD | 1.32 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date31/12/1992
- Share Class size838Mn
- Base currencyGBP
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ISIN GB0003509659
Purchase Info
- Min. initial investment1,000
- Min. additional investment50
Charges
- Annual management1.3%
- Initial investment5.25