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AXA Framlington UK Select Opportunities ZI

Bestinvest LogoMulti-cap fund with a bias to growth stocks.

PRICE (INC)

145.3p

PRICE (ACC)

173p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.83%

YIELD

1.5%

1 YEAR
-4.50%

Prices as at 01 Jul 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund's objective is capital growth by investing primarily in UK companies where manager Nigel Thomas believes above average returns can be realised. Thomas targets companies with quality management teams offering above average growth rates. He has a largely bottom-up approach, but he also incorporates themes and an awareness of the economic backdrop in his stock selection. Thomas looks at companies of all sizes and is unconstrained by the benchmark, though the bulk of exposure is to FTSE 100 and FTSE 250 stocks.

Fund summary

SectorUK All Companies
StructureUNIT TRUST
LaunchedJanuary 1969
Size£896m
Yield1.5%
Charging BasisCapital
Dividends paid15 May, 15 Nov

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.83%

Investment Process

Nigel Thomas invests across the UK market capitalisation spectrum, though as he favours faster-growing companies he typically has a bias to those outside the FTSE 100. In generating ideas he looks for: - Business models that can outperform across market cycles; - Proven management teams; - Alignment of interests with shareholders; - Robust balance sheets and high cash generation; - Change, in the form of new management, new products or technology. In researching individual stocks Thomas is pragmatic and looks at value as well as growth factors. In addition to speaking to the management teams of portfolio companies he also looks at their competitors, customers and suppliers. He has a largely bottom-up approach, but he also incorporates themes – industry trends - and an awareness of the economic backdrop in his stock selection.

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