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AXA WF Framlington Europe Small Cap AC

Ranked 52 out of 60 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Isabelle De Gavoty

Isabelle De Gavoty’s first position in the world of finance came as an automotive analyst for Wargny Brokerage of Paris. In 1998 she took the role of small cap analyst with AXA IM, which she held for three years before taking the step up into fund management proper in 2001. When adding to her portfolio, Isabelle judges each stock on its own merits and looks for growth at reasonable price with a sector neutral approach. Marseille has had a strong influence on both the professional and personal life of the AXA manager. Born in the city in the spring of 1971, Isabelle went on to study finance at the AIX University and play the piano at the Marseille Conservatoire.

Objective

The objective of the Sub-Fund is to achieve long-term capital growth. Typical investors would seek long-term capital growth measured in euro from an actively managed portfolio of listed equity, equity-related securities and derivatives instruments. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in small and medium sized companies domiciled in European geographical area. The Sub-Fund is permanently invested for a minimum of 75% in securities or right eligible to the French Savings Scheme PEA.

Showing fund performance in Sweden View performance globally

Performance

European Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.0% 4.2% 1.8%
2016 -3.7% -6.4% -4.9% 7.5% 0.6%
2015 32.7% 18.4% 1.2% 0.3% 10.5%
2014 7.4% 5.1% -2.8% -2.0% 7.3%
2013 26.1% 6.9% -0.8% 10.3% 7.8%
2012 26.1% 15.3% -3.3% 9.7% 3.2%
2011 -15.9% -2.0% 1.1% -18.0% 3.6%
2010 23.0% 5.5% -5.7% 9.0% 13.4%
2009 44.9% -2.2% 16.4% 22.2% 4.3%
2008 -49.5% -12.7% 1.7% -23.4% -25.8%
2007 -1.3% 3.3% 7.0% -4.2% -6.7%
2006 29.8% 17.7% -5.4% 2.7% 13.6%
2005 44.8% 9.4% 11.5% 15.9% 2.5%
2004 25.9% 11.3% 4.3% -1.7% 10.4%
2003 33.1% -12.5% 22.0% 12.7% 10.7%
2002 -30.1% 6.5% -13.7% -24.0% 0.1%
2001 -1.7% -27.1% 19.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
UDG Healthcare PLC ORD 3.31
Elior Group ORD 2.95
Jungheinrich AG PFD 2.93
Jenoptik AG ORD 2.73
Duerr AG ORD 2.65
Spie SA ORD 2.60
Fnac Darty SA ORD 2.48
Credito Emiliano SpA ORD 2.44
FinecoBank Banca Fineco SpA ORD 2.38
Sixt SE ORD 2.27
31/07/2017

Registered For Sale In

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

Fund Info

  • Launch date09/03/2001
  • Share Class size946Mn
  • Base currencyEUR
  • ISIN LU0125741180

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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