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AXA Framlington American Growth Z Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderAXA Investment Managers UK Ltd
Fund SummaryThe aim of this Fund is to provide capital growth.
SEDOL codeB4152K5
ISINGB00B4152K59
Fund codeFMAMI
ManagersStephen Kelly
Manager Tenure23 years
Morningstar CategoryUS Large-Cap Growth Equity
IMA SectorNorth America
Fund Size£730 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)0.82%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£4.3730
Buy Price£4.3730
Price Change+1.7924%
Price Date28th September 2020
YieldCurrently unavailable
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date29th May 2013
Fund StatusOPEN
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: 1.741%

Annual Returns2019201820172016201520142013201220112010
Fund Performance+18.90%+16.83%+22.38%+24.13%+8.00%+22.46%+13.80%+14.26%+6.31%+25.80%
Benchmark Performance
(US Large-Cap Growth Equity)
+20.12%+13.64%+16.71%+23.85%+13.40%
Time PeriodCumulativeBenchmark Performance
(US Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day1.79%+23.94%-22.15%
1 week2.94%-1.02%+3.96%
1 month-0.73%+6.41%-7.13%
3 months6.76%+36.41%-29.65%
6 months34.55%+25.26%+9.29%
1 year25.84%+19.25%+6.59%
3 years21.77%+19.86%+1.91%
5 years19.68%+15.92%+3.76%
10 years17.10%+10.09%+7.02%
YTD21.47%+2.11%+19.36%
Since inception11.66%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
Microsoft CorpUSA6.62%
Apple IncUSA6.34%
Amazon.com IncUSA5.60%
Alphabet Inc Class CUSA4.91%
Facebook Inc AUSA2.94%
First Republic BankUSA1.78%
Visa Inc Class AUSA1.78%
Salesforce.com IncUSA1.75%
American Express CoUSA1.70%
Danaher CorpUSA1.67%

Currently unavailable