AXA FRAMLINGTON MANAGED BALANCED - Fund overview
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Overview of
AXA FRAMLINGTON MANAGED BALANCED
Although this fund benefits from pragmatic stock selection it also follows a pension style approach to asset allocation and thus has a bias to UK equities (c60%). The fund has a clear investment approach and benefits from an experienced manager who is supported by dedicated geographical and specialist teams. Suitable for those investors looking for a cost effective "one stop" investment.
Standard Initial Charge
5.25% 0.00%
Invest via Bestinvest
to save 5.25%
Fund summary
| Sector |
Mixed Investment 40-85% Shares
|
| Product type |
UNIT TRUST
|
| Launched |
December, 1992
|
| Size |
£381m
|
| Yield |
1.3%
|
| Charging basis |
–
|
| Dividends paid |
Feb
|
| Bid price(inc) |
160.90p |
| Bid price(acc) |
233.00p |
Fund Charges
|
Standard Initial charge
|
5.25%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.62%
|
|
Annual management charge
|
1.25%
|
|
Total expense ratio
|
1.34%
|
|
Reduction in yield (10yr)
|
1.40%
|