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SIP AXA FRAMLINGTON UK GROWTH S7 PF - Fund overview

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Overview of SIP AXA FRAMLINGTON UK GROWTH S7 PF

This fund has a bias towards towards mid cap stocks relative to the FTSE All Share index. The manager has a traditional growth style to investing, although he is conscious of valuation. A thematic overlay is used alongside individual stock picking.

Standard Initial Charge

No data available.

Fund summary

Sector  UK All Companies
Product type  PENSION FUND
Launched  June, 2002
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  15/7.
Bid price 156.40p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

sip axa framlington uk growth s7 pf asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%
sip axa framlington uk growth s7 pf equity geographic illustration
Allocation Proportion
UK 96%
Europe 2%
Nth America 0%
Japan 0%
Pacific 2%
Other Equity 0%
sip axa framlington uk growth s7 pf equity capitalisation illustration
Allocation Proportion
Large Caps 58%
Mid Caps 29%
Small Caps 13%

Investment process


Capital growth through investment principally in UK large and medium capitalisation companies which, in the Manager's opinion, show above average profitability, management quality and growth.
Although the macroeconomic environment is considered, it is not the main driver behind the investment process. The main driver is stock picking, but house themes will also be followed, such as the ageing population. A number of valuation techniques are used along with a high number of company visits in order to understand as fully as possible the businesses they wish to invest within.
The manager is quite ruthless with his sell disciplines, cutting on the first hint of bad news and true to his philosophy of not falling in love with stocks.

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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