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AXA Framlington UK Growth R Acc

Ranked 210 out of 247 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 : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.2% 0.8%
2016 8.8% -3.2% 0.0% 9.4% 2.7%
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

30/06/2017

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 4.75
Unilever PLC ORD 4.24
Diageo PLC ORD 4.05
Royal Dutch Shell Plc B ORD 3.98
BP PLC ORD 3.89
Prudential PLC ORD 3.59
Relx PLC ORD 3.47
HSBC Holdings PLC ORD 3.11
Standard Chartered PLC ORD 2.97
Shire PLC ORD 2.88
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size241Mn
  • 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).