020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

AXA FRAMLINGTON UK SELECT OPPORTUNITIES - Portfolio

Bestinvest rating 5 stars


Asset allocation

axa framlington uk select opportunities asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 4%

Equity Geographic

axa framlington uk select opportunities equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

axa framlington uk select opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 51%
Mid Caps 38%
Small Caps 11%

Top 10 holdings

As at: 29/02/2012
4.9% Weir Group
4.1% Imagination Technologies Group
3.8% Royal Dutch Shell
3.5% Glaxosmithkline
3.5% Bg Group
3% Vodafone Group
3% Premier Oil
2.8% Diageo
2.7% Bp
2.7% Experian Plc
Source: Trustnet

Equity by sector

Industrials 25%
Oil & Gas 18%
Consumer Services 16%
Consumer Goods 9%
Health Care 8%
Technology 8%
Basic Materials 8%
Financials 4%
Telecommunications 3%
Money Market 2%

As at: 29/02/2012
97.65%UK
2.35% Money Market
Source: Trustnet

Portfolio details


A multi-cap approach is adopted so typically the portfolio is equally split between large, medium and small companies. Usually about 80 stocks are held.

Constraints


No formal constraints exist on stock and sector relative positions.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.2