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SKANDIA AXA FRAMLINGTON HEALTH PF - Fund overview

No Bestinvest rating


Overview of SKANDIA AXA FRAMLINGTON HEALTH PF

This is a specialist fund amongst a small group of peer funds. It invests in a diverse portfolio of global healthcare companies with the aim of producing long term capital growth. Relative to the peer group it has a bias to small and medium sized companies which offer long term growth potential. Overall it has a focus on US listed companies.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  November, 1991
Size  £29m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 693.50p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.99%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.51%

Bestinvest says


Framlington's Healthcare team has experienced a number of team changes, since the highly experienced Antony Milford, the founding member of the Healthcare team and this fund took a step back from daily fund management in 2005. We removed the fund from the recommended list in April 2011 when Deane Donnigan, who had appeared to be a good successor to Milford announced her departure from the company. Those investors looking to capitalise on the long term benefits of investing in the healthcare sector should consider Worldwide Healthcare IT, an investment trust managed by the US based healthcare investment firm, OrbiMed.

Portfolio

skandia axa framlington health pf asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 3%
skandia axa framlington health pf equity geographic illustration
Allocation Proportion
UK 5%
Europe 13%
Nth America 78%
Japan 2%
Pacific 0%
Other Equity 2%
skandia axa framlington health pf equity capitalisation illustration
Allocation Proportion
Large Caps 38%
Mid Caps 27%
Small Caps 35%

Investment process


Investment is across several sub-sectors: producers of pharmaceuticals, biotechnology firms, medical services, medical device and instrument manufacturers, distributors of healthcare products, care providers and managers and other healthcare service companies. The investment universe comprises more than 1,000 companies, mostly small-cap and based in the USA. Larger pharmaceuticals are also present in the portfolio, sometimes for defensive reasons. This fund differs from the sister biotech fund in having more tools and devices companies, fewer one-compound-only biotech firms. In terms of individual stock selection the process places a high emphasis on qualitative issues as opposed to pure number crunching. This includes an assessment of management experience, i.e: have they brought drugs to the FDA before, do they have a track record of bringing products through the development phase, have they experience of raising money on the capital markets. The Healthcare team also draws on a large consultant network that it has built over the years for feedback on proposed drug profiles etc. The team also attend healthcare/pharmaceutical conferences to help them assess new ideas. Companies targeted are those that are perceived to have a higher probability of achieving their hurdle rates and are trading at attractive relative valuations, compared to other operations at similar stages in their development.

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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