AXA Framlington UK Select Opportunities Fund - ZI AccumulationFür den Zugriff auf unsere Ratings hier anmelden |
Wie hat sich dieser Fonds entwickelt? | 29.02.2024 |
Wachstum von 1000 (CHF) | Charts Erweitert |
Fonds | -9,0 | 17,9 | -22,9 | -3,3 | 1,7 | |
+/-Kat | 1,5 | -1,0 | -2,6 | -7,4 | -1,3 | |
+/-Idx | - | - | - | -7,0 | -0,7 | |
Kategorie: Aktien Großbritannien Flex-Cap | ||||||
Kategorie Benchmark: Morningstar UK All Cap TME ... |
Übersicht | ||
NAV 28.03.2024 | GBX 179,40 | |
Änderung z. Vortag | 0,03% | |
Morningstar Kategorie™ | Aktien Großbritannien Flex-Cap | |
Valoren | 18636855 | |
ISIN | GB00B7FD4C20 | |
Fondsvolumen (Mio) 29.02.2024 | GBP 583,32 | |
Anteilsklassenvol (Mio) 28.03.2024 | GBP 301,81 | |
Ausgabeaufschlag (max.) | - | |
Laufende Kosten 20.10.2023 | 0,81% |
Morningstar Research |
Analyst Report | 22.11.2023 Michael Born, Analyst Morningstar, Inc |
AXA Framlington UK Select Opportunities is led by a manager whose stock selection has been proved over the long term. The Morningstar Analyst Rating is maintained at Bronze for the ZI clean share classes. Other share classes are rated Bronze and... | |
Klicken Sie hier, um den Analyst Report zu lesen |
Morningstar Pillars | |
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Fondsmanager | 23 |
Fondsgesellschaft | 23 |
Prozess | 24 |
Performance | |
Kosten |
Anlageziel: AXA Framlington UK Select Opportunities Fund - ZI Accumulation |
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund has at least 70% of its investments in shares of companies domiciled, incorporated or having significant business in the UK which the fund manager believes will provide above-average returns. The Fund invests in companies of any size. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth. |
Returns | ||||||||||
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Management | ||
Fondsmanager Startdatum | ||
Nigel Yates 02.02.2021 | ||
Chris St John 08.01.2019 | ||
Anteilserstausgabe 16.04.2012 |
Werbung |
Kategorie Benchmark | |
Fondsbenchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Was steckt in diesem Fonds? AXA Framlington UK Select Opportunities Fund - ZI Accumulation | 29.02.2024 |
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Top 5 Positionen | Sektor | % |
AstraZeneca PLC | Gesundheitswesen | 5,15 |
GSK PLC | Gesundheitswesen | 4,44 |
London Stock Exchange Group PLC | Finanzdienstleistungen | 3,72 |
Shell PLC | Energie | 3,70 |
Ashtead Group PLC | Industriewerte | 3,44 |
aufgestockt reduziert neu seit letztem Portfolio | ||
AXA Framlington UK Select Opportunities Fund - ZI Accumulation |