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AXA Framlington UK Mid Cap Z Acc

Ranked 3 out of 10 in - UK Medium Companies over 12 months
All calculations are in GBP

Managed by

Chris St John

Chris St John was born in 1973 in Bristol, UK. He studied at the University of Durham where he gained joint honours in Philosophy and Psychology. Chris has been working for AXA since 2005, and prior to this he worked for Friends Ivory and Sime/ISIS which he joined in 1999. Chris's investment style is growth at a reasonable price. He is an associate member of the CFA and a member of the Institute of Chartered Accountants of Scotland. In his spare time he enjoys golf, tennis and rugby.

Objective

The Fund aims to generate capital growth through investment principally in medium sized UK quoted companies that are incorporated in, have their head office in and/or are domiciled in the UK and/or have a significant part of their operations in the UK. The Fund may also invest in other companies that are quoted in the UK, in cash and near cash and in units in collective investment schemes.

Performance

UK Medium Companies over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -1.1% 6.3% -6.7% -0.2%
2013 42.2% 16.3% 3.2% 6.5% 11.3%
2012 29.3% 14.7% -3.4% 10.3% 5.9%
2011 -3.7% 5.4% -14.3% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/03/2011
  • Share Class size71Mn
  • Base currencyGBP
  • ISIN GB00B64W4Q70

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management0.8%
  • Initial investment0

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David Thomson, chief investment officer at VWM Wealth, has reduced his exposure to emerging markets and Japan in favour of UK smaller companies.

AAA-rated Chris St John's long-term winners

AXA Framlington's UK medium companies manager reveals some of the stocks he believes can stand the test of time.  

AXA Framlington names Tinker Asia head in global & UK equity restructure

AXA Framlington has appointed Mark Tinker as head of Asia in a restructure of its global equity business and named deputy managers across its UK fund range.  

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).