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AXA WF Framlington Talents Global AC EUR

Ranked 549 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Mark Beveridge

Mark Beveridge, CFA is global head of AXA Framlington at AXA Investment Managers based in London. He joined the firm in 2009 and prior to this was chief investment officer of global equity at Goldman Sachs Asset Management. Mark graduated from the University of Miami with a BA in Business Administration.

Objective

The fund seeks to achieve long term capital growth measured in Euro by investing in equities and equity related securities issued by international companies of all capitalisations displaying entrepreneurial characteristics. The fund is actively managed, selecting the best Talents-rated entrepreneurial companies in each industry. The selection process will favor entrepreneurs with a strong track record in creating value for the minority shareholders, and with a significant stake in their respective companies. These leaders are often ready to make heavy short term investments to generate long term growth. The fund invests essentially in equity and equity related securities issued by companies of any capitalisation, with a real diversification in terms of sectors and any geographical region.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019
  • Rank 549/758 Total Return
  • Rank 682/758 Standard Deviation
  • Rank 715/758 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.6%
2018 -8.1% -1.0% 7.1% 2.9% -15.8%
2017 13.9% 5.1% 1.6% 1.3% 5.3%
2016 20.8% 0.1% 6.4% 10.4% 2.8%
2015 7.6% 8.5% -3.9% -4.7% 8.4%
2014 9.9% 0.9% -0.1% 2.5% 6.4%
2013 26.2% 13.6% 2.0% 3.9% 4.9%
2012 4.4% 8.6% -7.6% 1.8% 2.1%
2011 -18.4% 6.8% -1.5% -21.6% -1.1%
2010 18.6% 8.4% -10.4% 11.2% 9.8%
2009 32.1% -7.6% 14.1% 19.8% 4.5%
2008 -37.3% -12.2% -7.2% -16.9% -7.4%
2007 0.1% 3.9% 3.3% -4.3% -2.6%
2006 7.3% 12.6% -9.9% -1.4% 7.2%
2005 19.5% -0.4% 3.2% 11.3% 4.4%
2004 18.3% 10.0% 0.3% -1.1% 8.3%
2003 50.1% -3.0% 29.0% 16.3% 3.2%
2002 -30.5% -5.6% -24.7% -11.9% 10.9%
2001 19.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
AXA IM Euro Liquidity 5.03%
Berkshire Hathaway Inc ORD 4.07%
Ecolab Inc ORD 3.81%
Apple Inc ORD 3.67%
Alphabet Inc ORD 3.58%
SoftBank Group Corp ORD 3.37%
Amazon.com Inc ORD 3.34%
Roche Holding AG Par 3.23%
Anheuser Busch Inbev NV ORD 3.17%
Dassault Systemes SE ORD 3.07%
31/03/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date24/08/2001
  • Share Class size157Mn
  • Base currencyUnits
  • ISIN LU0189847683

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).