AXA Framlington American Growth R Acc
GB0003509212
AXA Framlington American Growth R Acc/ GB0003509212 /
NAV2024-05-02 |
Chg.-0.0900 |
Type of yield |
Investment Focus |
Investment company |
14.0800GBP |
-0.64% |
reinvestment |
Equity
Mixed Sectors
|
AXA IM (UK) ▶ |
Investment strategy
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more.
The Fund invests principally (meaning at least 80% of its assets) in large and mediumsized companies listed in the US. The Fund invests in shares of companies which the Manager believes are attractive investment opportunities, relative to their industry peers. The Manager selects shares based upon analysis of a company"s financial status, quality of its management, expected profitability and prospects for growth. The Manager has full discretion to select investments for the Fund in line with the above investment policy and in doing so may take into consideration the S&P 500 Total Return index. This index best represents a core component of the Managers" investment universe and may be used by investors to compare the Fund"s performance. The S&P 500 Total Return index is designed to measure the performance of the 500 largest companies in the U.S. equity market.
Investment goal
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Country: |
United States of America |
Branch: |
Mixed Sectors |
Benchmark: |
Russell 1000 Growth |
Business year start: |
02-29 |
Last Distribution: |
- |
Depository bank: |
HSBC Bank Plc |
Fund domicile: |
United Kingdom |
Distribution permission: |
Switzerland, United Kingdom |
Fund manager: |
Stephen Kelly,David Shaw |
Fund volume: |
- |
Launch date: |
1992-12-31 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
1.50% |
Minimum investment: |
1,000.00 GBP |
Deposit fees: |
0.70% |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
AXA IM (UK) |
Address: |
7 Newgate Street, EC1A 7NX, London |
Country: |
United Kingdom |
Internet: |
institutional.axa-im.co.uk/
|
Countries
United States of America |
|
94.12% |
Cash |
|
3.20% |
Canada |
|
1.94% |
Bahamas |
|
0.51% |
Israel |
|
0.23% |
Branches
IT/Telecommunication |
|
36.48% |
Consumer goods |
|
20.61% |
Healthcare |
|
18.52% |
Industry |
|
8.23% |
Finance |
|
5.75% |
Cash |
|
3.20% |
Energy |
|
2.87% |
real estate |
|
2.80% |
Commodities |
|
1.54% |