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SKANDIA AXA FRAMLINGTON GLOBAL TECHNOLOGY PF - Fund overview

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Overview of SKANDIA AXA FRAMLINGTON GLOBAL TECHNOLOGY PF

The fund’s objective is long-term growth, principally through investment in companies engaged in the research, design and development of technologies in all sectors. The fund has a wider remit than traditional technology funds and also includes sub-sectors such as internet advertising and online recruitment. The manager favours companies entering a period of accelerating growth and therefore has a bias towards small and mid cap stocks. The fund invests worldwide but typically has a strong bias to the US.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	May, 2006
Size	£6m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	166.20p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	4.97%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.50%

Bestinvest says

No information available.

Portfolio

skandia axa framlington global technology pf asset allocation illustration

Allocation		Proportion

	Equity	95%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	5%

skandia axa framlington global technology pf equity geographic illustration

Allocation		Proportion

	UK	3%
	Europe	6%
	Nth America	85%
	Japan	1%
	Pacific	3%
	Other Equity	2%

skandia axa framlington global technology pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	44%
	Mid Caps	30%
	Small Caps	26%

View all performance data for SKANDIA AXA FRAMLINGTON GLOBAL TECHNOLOGY PF

Investment process

The fund aims to achieve long term growth principally through investments in companies engaged in the research, design and development of technologies giving investors a broad exposure to the sector. Stock selection is focused on identifying strong management teams within companies producing market leading products along with sustainable or improving profits. Although stock selection is at the heart of the investment process, the Fund manager recognises the importance of a thematic overlay. The fund invests in a number of themes, particularly around the next generation of computing and technological wizardry.

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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