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AXA FRAMLINGTON UK MID CAP R - Fund overview

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Overview of AXA FRAMLINGTON UK MID CAP R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AXA FRAMLINGTON UK MID CAP R does not fall into either of these categories at present.

Standard Initial Charge

5.25% 0.00%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  June, 2011
Size  £12m
Yield 1.9%
Charging basis  –
Dividends paid  –
Bid price(inc) 99.85p
Bid price(acc) 100.40p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 1.14%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.61%

Bestinvest says


No information available.

Portfolio

axa framlington uk mid cap r asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
axa framlington uk mid cap r equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
axa framlington uk mid cap r equity capitalisation illustration
Allocation Proportion
Large Caps
Mid Caps 57%
Small Caps 43%

Investment process


Capital growth through investment principally in medium sized UK quoted companies that are incorporated in, have their head office in and/or are domiciled in the UK and/or have a significant part of their operations in the UK. The Fund may also invest in other companies that are quoted in the UK, in cash and near cash and in units in collective investment schemes.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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