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AXA Framlington UK Select Opportunities R Inc

Ranked 207 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Nigel Thomas

Nigel Thomas is one of the few fund managers who can boast a career record of more than 15 years at the helm of UK-oriented unit trusts and he has built an impressive record over this period. Thomas learned his trade at the hands of legendary stockmarket investor John Carrington before Carrington's company was sold to Dutch bank ABN Amro. Early in 2002 Framlington (now AXA Framlington) lured him across to the other side of Bishopsgate in the heart of the City. Thomas, an Economics and Geography graduate from UCL and a keen horseracing fan, has worked alongside George Luckraft for this entire period and they are seen as inseparable. Thomas made particularly impressive returns for his investors during the stockmarket rally of late 1999/early 2000 but unlike many of his rivals he managed to retain much of these gains in the ensuing bear market. A growth-oriented investor, he tends to run his funds with approximately one-third of his assets exposed to each of the large-cap, mid-cap and small-cap areas of the stockmarket. He is responsible for AXA Framlington UK Select Opportunities fund.

Objective

The aim of the Fund is to achieve capital growth by investing in companies, primarily of UK origin where the Manager believes above average returns can be realised.

Performance

UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.9% -2.2% -0.1%
2013 28.9% 12.4% -0.3% 7.1% 7.5%
2012 10.7% 8.8% -4.9% 6.1% 0.9%
2011 -0.2% 0.3% 3.2% -11.9% 9.5%
2010 27.0% 5.2% -5.5% 16.2% 9.9%
2009 34.2% -8.0% 14.8% 19.9% 5.9%
2008 -29.3% -8.2% 1.7% -15.4% -10.5%
2007 3.8% 4.2% 1.9% -3.2% 1.0%
2006 18.2% 10.1% -3.0% 3.9% 6.5%
2005 24.6% 4.0% 3.8% 10.3% 4.7%
2004 23.6% 10.0% 3.3% 1.8% 6.9%
2003 36.5% -7.0% 21.4% 13.8% 6.3%
2002 -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
ITV PLC ORD 5.37
Royal Dutch Shell Plc B ORD 3.47
BT Group PLC ORD 3.39
Prudential PLC ORD 3.22
HSBC Holdings PLC ORD 3.21
Essentra PLC ORD 3.08
GKN PLC ORD 3.06
Weir Group PLC ORD 2.90
Rightmove PLC ORD 2.66
Ashtead Group PLC ORD 2.59
31/08/2014

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date31/01/1969
  • Share Class size4,358Mn
  • Base currencyGBP
  • ISIN GB0003501698

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

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...more...

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