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AXA Framlington Managed Balanced Z

Bestinvest LogoCost effective one stop portfolio with a bias to the UK

PRICE (INC)

185.2p

PRICE (ACC)

209.4p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.63%

ONGOING CHARGE

0.69%

YIELD

0.8%

1 YEAR
-7.77%

Prices as at 16 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

Although this fund benefits from pragmatic stock selection it also follows a pension style approach to asset allocation and thus has a bias to UK equities (c60%). The fund has a clear investment approach and benefits from an experienced manager who is supported by dedicated geographical and specialist teams. Suitable for those investors looking for a cost effective "one stop" investment.

Fund summary

SectorMixed Investment 40-85% Shares
StructureUNIT TRUST
LaunchedApril 2012
Size£939m
Yield0.8%
Charging BasisIncome
Dividends paid28 Feb

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.63%
Ongoing Charges Figure0.69%

Investment Process

This fund aims to deliver capital growth by investing in a broad range of securities in all or any parts of the world. Geographic exposure is guided by the house view as well as Richard Peirson's own personal view. The manager is responsible for the UK equity and bond element of the portfolio with regional stock stock selection the responsibility of Framlington's regional/specialist desks, which are normally selected on a best ideas basis. The managers are long term growth investors and they target companies with above average profitability and credible management which offer good value.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning