AXA Framlington American Growth R Acc/  GB0003509212  /

Fonds
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/
 

Assets

Stocks
 
96.80%
Cash
 
3.20%

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%