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AXA Framlington UK Growth R Acc

Ranked 146 out of 256 in - UK (All Companies) 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.

Objective

Capital growth through investment principally in UK large and medium capitalisation companies which, in the manager's opinion, show above average profitability, management quality and growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2015 - 30/04/2016
  • Rank 146/256 Total Return
  • Rank 150/256 Standard Deviation
  • Rank 136/256 Max Drawdown
Fund Name Currency Return
144 Barclays UK Alpha A Acc GBP

-4.9%

145 Architas MM UK Equity R Acc GBP

-4.9%

146 AXA Framlington UK Growth R Acc GBP

-5.0%

147 Royal London UK Growth Trust A Inc GBP

-5.0%

148 Fidelity L&G Gbl Eq Mkt Wghts 30:70 Idx GBP Hgd 4

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.1%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -3.2%
2015 4.4% 5.3% -0.2% -5.8% 5.5%
2014 0.9% 0.9% -0.1% -0.3% 0.4%
2013 27.6% 12.0% -1.5% 6.6% 8.4%
2012 10.1% 8.2% -4.6% 4.9% 1.7%
2011 -5.9% 0.5% 0.2% -15.5% 10.5%
2010 19.1% 4.4% -10.3% 14.8% 10.8%
2009 34.3% -7.8% 15.5% 20.9% 4.3%
2008 -30.4% -7.7% -0.4% -14.3% -11.7%
2007 8.6% 4.6% 3.1% -3.2% 4.1%
2006 12.7% 8.6% -2.3% 2.5% 3.7%
2005 24.6% 3.4% 4.6% 10.6% 4.2%
2004 6.8% 3.0% -0.5% -0.6% 4.8%
2003 19.4% -7.2% 16.8% 4.8% 5.1%
2002 -26.8% -0.2% -10.7% -19.2% 1.7%
2001 -9.1% -7.8% 2.2% -12.8% 10.6%
2000 2.9% 2.8% -0.9% 2.3% -1.3%
1999 38.5% 11.7% 2.7% -3.9% 25.5%
1998 12.4% 13.7% 3.8% -15.3% 12.5%
1997 10.9% 1.8% 2.9% 10.8% -4.4%
1996 20.8% 6.7% 2.8% 4.3% 5.7%
1995 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 5.21
AstraZeneca PLC ORD 4.57
GlaxoSmithKline PLC ORD 4.26
Vodafone Group PLC ORD 4.07
Reckitt Benckiser Group PLC ORD 4.05
BT Group PLC ORD 3.73
Lloyds Banking Group PLC ORD 3.61
Imperial Brands PLC ORD 3.44
Rightmove PLC ORD 2.77
Prudential PLC ORD 2.71
29/02/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size236Mn
  • Base currencyGBP
  • ISIN GB0003509873

Purchase Info

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

Charges

  • Annual management1.50%
  • 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).