AXA Framlington American Growth R Inc
GB0003509105
AXA Framlington American Growth R Inc/ GB0003509105 /
NAV17/05/2024 |
Diferencia0.0000 |
Tipo de beneficio |
Enfoque de la inversión |
Sociedad de fondos |
14.7400GBP |
0.00% |
paying dividend |
Equity
Mixed Sectors
|
AXA IM (UK) ▶ |
Estrategia de inversión
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more.
The Fund invests principally (meaning at least 80% of its assets) in large and mediumsized companies listed in the US. The Fund invests in shares of companies which the Manager believes are attractive investment opportunities, relative to their industry peers. The Manager selects shares based upon analysis of a company"s financial status, quality of its management, expected profitability and prospects for growth. The Manager has full discretion to select investments for the Fund in line with the above investment policy and in doing so may take into consideration the S&P 500 Total Return index. This index best represents a core component of the Managers" investment universe and may be used by investors to compare the Fund"s performance. The S&P 500 Total Return index is designed to measure the performance of the 500 largest companies in the U.S. equity market.
Objetivo de inversión
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more.
Datos maestros
Tipo de beneficio: |
paying dividend |
Categoría de fondos: |
Equity |
País: |
United States of America |
Sucursal: |
Mixed Sectors |
Punto de referencia: |
Russell 1000 Growth |
Inicio del año fiscal: |
29/02 |
Última distribución: |
01/03/2017 |
Banco depositario: |
HSBC Bank Plc |
País de origen: |
United Kingdom |
Permiso de distribución: |
Switzerland, United Kingdom |
Gestor de fondo: |
Stephen Kelly,David Shaw |
Volumen de fondo: |
- |
Fecha de fundación: |
31/12/1992 |
Enfoque de la inversión: |
- |
Condiciones
Recargo de emisión: |
0.00% |
Max. Comisión de administración: |
1.50% |
Inversión mínima: |
1,000.00 GBP |
Deposit fees: |
0.70% |
Cargo por amortización: |
0.00% |
Prospecto simplificado: |
Descargar (Versión para imprimir) |
Sociedad de fondos
Fondos de empresa: |
AXA IM (UK) |
Dirección: |
7 Newgate Street, EC1A 7NX, London |
País: |
United Kingdom |
Internet: |
institutional.axa-im.co.uk/
|
Países
United States of America |
|
94.56% |
Cash |
|
2.86% |
Canada |
|
1.86% |
Bahamas |
|
0.50% |
Israel |
|
0.22% |
Sucursales
IT/Telecommunication |
|
36.81% |
Consumer goods |
|
20.41% |
Healthcare |
|
18.20% |
Industry |
|
8.80% |
Finance |
|
5.62% |
Energy |
|
3.21% |
Cash |
|
2.86% |
real estate |
|
2.58% |
Commodities |
|
1.51% |