Fact sheet: AXA Framlington UK Sel Opps

Fund information

Fund name
AXA Framlington UK Select Opportunities Z Inc
Fund company manager
AXA IM UK
Fund type
UKA
Fund manager
Richard Peirson
since 01/06/2000
Fund objective
The aim of this Fund is to provide long-term capital growth.
Benchmark
FTSE All Share
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

12.57 %

1 Year rank in sector

257/273

Sector

UT UK All Companies

Yield

1.77

Fund size

£ 3.5 b

FE Risk score

90

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    98.28%
  • Money Market
    1.72%
  • Industrials
    32.46%
  • Consumer Services
    22.56%
  • Health Care
    12.89%
  • Financials
    11.99%
  • Oil & Gas
    7.13%
  • UK Equities
    98.28%
  • Money Market
    1.72%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.88 %5.57 %11.25 %20.98 %68.71 %
Sector-0.95 %8.71 %19.1 %24.86 %74.44 %
Rank within sector129 / 280237 / 278257 / 273186 / 259160 / 243
Quartile th2 nd4 th4 th3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund4.81 %4.05 %8.93 %0.94 %29.6 %
Sector8.09 %11.16 %3.66 %0.59 %25.66 %
Rank within sector238 / 278238 / 27071 / 262118 / 25786 / 250
Quartile th4 th4 th2 nd2 nd2 nd

Risk statistics

Alpha-1.85
Beta1.06
Sharpe0.28
Volatility10.71
Tracking error4.67
Information ratio-0.32
R-Squared0.81

Price movement

52 week high148.7
52 week low118.6
Current bid price0
Current offer price0
Current mid price145.7

Holdings by region

  • 98.28% UK
  • 1.72% Money Market

Holdings by sector

  • 32.46% Industrials
  • 22.56% Consumer Services
  • 12.89% Health Care
  • 11.99% Financials
  • 7.13% Oil & Gas
  • 4.62% Basic Materials
  • 2.74% Consumer Goods
  • 2.07% Telecommunications
  • 1.72% Money Market
  • 1.21% Technology

Holdings by asset type

  • 98.28% UK Equities
  • 1.72% Money Market

Individual holdings

  • 5.1% PADDY POWER BETFAIR PLC
  • 4.8% RIGHTMOVE PLC
  • 4.8% RPC GROUP PLC
  • 4.2% ITV
  • 4.1% GLAXOSMITHKLINE PLC
  • 3% BTG PLC
  • 3% ELEMENTIS PLC
  • 3% ROYAL DUTCH SHELL
  • 2.7% GKN
  • 2.7% PRUDENTIAL PLC