AXA FRAMLINGTON FINANCIAL - Fund overview
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Overview of
AXA FRAMLINGTON FINANCIAL
A specialist fund which focuses on international companies with niche products, which aims to benefit from changes in demographics and consolidation in financial services. However, specialising in one sector or industry is risky and should only be considered by the more experienced investor or as part of a large portfolio. Our preferred choice is Jupiter Financial Opportunities.
Standard Initial Charge
5.25% 0.00%
Invest via Bestinvest
to save 5.25%
Fund summary
| Sector |
Specialist
|
| Product type |
UNIT TRUST
|
| Launched |
October, 1986
|
| Size |
£39m
|
| Yield |
1.8%
|
| Charging basis |
–
|
| Dividends paid |
15/12, 15/6.
|
| Bid price(inc) |
245.40p |
-1.10p |
| Bid price(acc) |
303.70p |
-1.30p |
Fund Charges
|
Standard Initial charge
|
5.25%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.93%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.61%
|
|
Reduction in yield (10yr)
|
1.70%
|