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AXA Framlington American Growth Z Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider AXA Investment Managers UK Ltd
Fund Summary The aim of this Fund is to provide capital growth.
SEDOL code B4152K5
ISIN GB00B4152K59
Fund code FMAMI
Managers Stephen Kelly
Manager Tenure 22 years
Morningstar Category US Large-Cap Growth Equity
IMA Sector North America
Fund Size £561 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.82%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £3.5080
Buy Price £3.5080
Price Change -0.1707%
Price Date 15th November 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 29th May 2013
Fund Status OPEN
Stephen graduated from the University of Exeter in 1990 with an honours degree in Economics. He joined Olliff & Partners as a trainee in the equity research department where he covered the UK paper and packaging sector. In February 1992 he joined the US Desk at Capel Cure Myers as an assistant Fund Manager and in December 1995 was promoted to Fund Manager.Stephen joined Framlington in 1997 as a Fund Manager on the US Desk responsible for the US and technology.

3-year Mean Monthly Return: 1.282%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund Performance +3.62% +37.17% +13.59% +24.17% +8.35% +15.76% +14.33% +19.06% +11.06% +16.03%
Benchmark Performance
(US Large-Cap Growth Equity)
+8.08% +24.80% +15.24% +28.51% +6.15%
Time Period Cumulative Benchmark Performance
(US Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day -0.17% +25.13% -25.30%
1 week 0.63% +2.30% -1.67%
1 month 3.36% +0.03% +3.32%
3 months 0.52% +7.99% -7.48%
6 months 6.37% +17.14% -10.78%
1 year 19.40% +14.89% +4.51%
3 years 17.82% +15.32% +2.49%
5 years 15.78% +15.04% +0.74%
10 years 16.45% +9.54% +6.91%
YTD 28.78% +0.57% +28.21%
Since inception 11.15% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Microsoft Corp USA 7.75%
Amazon.com Inc USA 5.62%
Alphabet Inc Class C USA 5.05%
Apple Inc USA 4.97%
Facebook Inc A USA 3.14%
Visa Inc Class A USA 2.75%
Salesforce.com Inc USA 2.05%
UnitedHealth Group Inc USA 2.02%
Kansas City Southern USA 1.70%
Intuitive Surgical Inc USA 1.61%

Currently unavailable