AXA Framlington UK Mid Cap Fund
Last NAV 2.5820 GBP as of 18/10/19
Why this fund
A Fund aiming to offer attractive return potential by investing in mispriced companies in the strong performing UK mid cap arena.
The AXA Framlington UK Mid Cap Fund offers investors the opportunity to invest in companies of the FTSE 250 (ex IT) Index, which covers a diversity of dynamic businesses exploiting both local and global markets.The Fund aims to invest in mainly UK domiciled, medium sized companies in order to generate capital growth.
Reasons to invest:
- Experienced team with a long track record in UK Mid Cap investing
- A combination of sector thematic and fundamental bottom-up stock picking approach
- A focus on internationally exposed, market leading growth companies
- An investment universe featuring the ‘sweet spot' of earnings growth and M&A opportunities
- A rigorous portfolio construction with strong sell discipline and robust risk monitoring
Chris St. John, lead fund manager, is a specialist in the UK Mid Cap area. The UK Mid Cap team benefits from the experience and support of our broader UK equity investment team. Chris and the team undertake in-depth research in order to identify stocks which aim to outperform their peers by generating sustainable returns on invested capital and growth in earnings.
- Launch date: 04/03/2011
- Sector: UK All Companies
- Lead Portfolio Manager: Chris St John
- Deputy Fund Manager: Dan Harlow
- Pay dates: 31 May & 30 Nov
The aim of this Fund is to provide long-term capital growth.
Synthetic Risk & Reward Information scale
The risk category is calculated using historical performance data and may not be a reliable indicator of the Fund's future risk profile. The risk category shown is not guaranteed and may shift over time The lowest category does not mean risk free.
Why is this Fund in this category?
Any performance shown is net of the ongoing charge for the share class selected with income reinvested . Past performance is not a guide to future performance. The value of investments can fall as well as rise and you may get back less than invested. The fund can use derivatives for investment purposes. These instruments may cause periods of high volatility in the price of the shares of the fund.
|Performance indicator||Start date||End date|
|Performance table||Net performance||Performance indicator||Start date||End date|
|Risk table||Fund volatility||Benchmark volatility||Tracking error||Information ratio||Sharpe ratio||Beta||Alpha|
|First NAV date||04/03/11|
|Asset class||FRAMLINGTON EQUITIES|
|Legal authority||Financial Conduct Authority|
|Fund Manager||Christopher ST. JOHN|
|Investment team||MT Framlington Global Equity|
|Legal form||Unit Trust|
Subscription and redemption
Your orders to buy, sell or transfer units in the Fund must be received by the Administrator by 12 noon on any working day, to receive that days Fund price. Please note that if your order is placed by an intermediary or Financial Adviser they may require extra processing time.The Net Asset Value of this Fund is calculated on a daily basis. Minimum initial investment: £1,000 Minimum subsequent investment: £100