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AXA FRAMLINGTON AMERICAN GROWTH I - Fund overview

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Overview of AXA FRAMLINGTON AMERICAN GROWTH I

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

Standard Initial Charge

0.00% 

Fund summary

Sector  North America
Product type  UNIT TRUST
Launched  June, 2011
Size  £419m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 113.80p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.44%
Annual management charge 0.75%
Total expense ratio 1.56%
Reduction in yield (10yr) 1.60%

Bestinvest says


No information available.

Portfolio

axa framlington american growth i asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 3%
axa framlington american growth i equity geographic illustration
Allocation Proportion
UK 0%
Europe 1%
Nth America 99%
Japan 0%
Pacific 0%
Other Equity 0%
axa framlington american growth i equity capitalisation illustration
Allocation Proportion
Large Caps 57%
Mid Caps 30%
Small Caps 13%

Investment process


The fund's objective is to achieve capital growth through investment principally in US, Canadian and Mexican large and medium capitalisation companies which, in the Manager's opinion, show above average profitability, management quality and growth.

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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