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AXA Framlington UK Smaller Companies R Acc

Ranked 3 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Henry Lowson

Henry Lowson is a UK fund manager at AXA Framlington based in London where he is responsible for managing the AXA Framlington UK Smaller Companies Fund. Henry is a CFA Charterholder and IMC and graduated from Edinburgh University with degrees in Economics and Geography. Outside of fund management he enjoys tennis, soccer and skiing.


The aim of the fund is to achieve capital growth through investment at least 80% of its assets in smaller UK quoted companies.


UK Smaller Companies over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 4.4% 8.8% 2.8%
2014 5.8% 5.0% -4.5% 0.9% 4.5%
2013 43.2% 12.1% -0.3% 13.7% 12.8%
2012 23.7% 11.4% -3.8% 10.3% 4.7%
2011 -0.9% 5.8% 3.5% -11.1% 1.8%
2010 32.3% 4.3% -4.7% 15.2% 15.6%
2009 50.2% -2.5% 28.8% 22.6% -2.4%
2008 -49.2% -13.0% 1.1% -20.9% -27.0%
2007 -8.6% 4.6% 8.1% -10.1% -10.1%
2006 17.9% 15.3% -5.4% 1.4% 6.7%
2005 24.1% 13.8% -1.3% 12.4% -1.6%
2004 33.8% 11.9% -1.2% 1.7% 19.0%
2003 54.1% -10.8% 31.0% 20.8% 9.2%
2002 -19.0% 2.6% -6.0% -21.9% 7.6%
2001 -23.9% 24.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
GBP Cash 5.18
Redcentric PLC ORD 2.12
Optimal Payments PLC ORD 2.00
RPC Group PLC ORD 2.00
4imprint Group PLC ORD 1.97
Consort Medical PLC ORD 1.96
Sepura PLC ORD 1.95
FDM Group (Holdings) PLC ORD 1.94
Restore PLC ORD 1.92
Clinigen Group PLC ORD 1.91

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/04/2001
  • Share Class size221Mn
  • Base currencyGBP
  • ISIN GB0030310857

Purchase Info

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


  • Annual management1.50%
  • Initial investment5.25

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