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AXA Framlington UK Select Opportunities R Inc

Ranked 96 out of 265 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 achieve capital growth. The Fund will ordinarily invest at least 80% of its assets in companies, primarily of UK origin, where the Manager believes above returns can be realised.

Performance

UK (All Companies) over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -0.7% 0.9% -2.2% 0.7%
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 -11.6% -11.4% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2014

Top 10 Holdings

Stock Size
ITV PLC ORD 5.24
GlaxoSmithKline PLC ORD 3.38
BT Group PLC ORD 3.33
GKN PLC ORD 3.30
Wolseley PLC ORD 3.04
Prudential PLC ORD 2.97
Shire PLC ORD 2.89
Weir Group PLC ORD 2.75
Essentra PLC ORD 2.73
HSBC Holdings PLC ORD 2.64
31/05/2014

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date31/01/1969
  • Share Class size4,582Mn
  • Base currencyGBP
  • ISIN GB0003501698

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

AXA Framlington UK Select Opportunities

Shire up, Xaar down; FTSE falls as inflation drops

The FTSE 100 falls back after a drop in UK inflation increases interest rate uncertainty. Shire rises on bid talk, Xaar dives on a profits alert.

Nigel Thomas: why I bought AstraZeneca before the bid

Citywire AA-rated Nigel Thomas bought into Astra-Zeneca ahead of its takeover offer from Pfizer

AXA IM £10.2bn inflow powered by Framlington & bonds

The continued popularity of the likes of AXA Framlington's UK equity manager Nigel Thomas helped fuel a significant increase in inflows at the firm in 2013.

The best and worst FTSE stocks of 2013

The FTSE 100 rose 14% last year, with the top stock soaring 117% and the worst plunging nearly 60%. 

FTSE gains but Speedy Hire slides on probe

Hopes the FTSE will end the year well don't include construction services company Speedy Hire which slumps after problems in its are uncovered. 

Chatfeild-Roberts: Jupiter does not tolerate weak managers

Jupiter Asset Management chief investment officer John Chatfeild-Roberts has stressed the group’s willingness to remove underperforming fund managers as part of its commitment to excellence.

Nigel Thomas picks winners of UK recovery

Citywire AA-rated Nigel Thomas has taken his largest overweight in the £4.33 billion AXA Framlington Select Opportunities fund into ITV as the UK economy continues to recover

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.  

Lloyds to dump another 15% of its stake in SJP

Lloyds Banking Group is to sell a further 77 million of its shares in St James's Place.

...more...

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