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AXA WF Framlington Human Capital AC EUR

Ranked 53 out of 60 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Jean-Marc Maringe

Objective

The objective of the Sub-Fund is to achieve long term capital growth. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in small and medium sized companies domiciled or listed in European geographical area and companies with above average performance in human capital management. This strategy is to identify European companies combining financial criteria and the best human capital practices including but not limited to the following criteria: job's stability and creation, training and development, performance management and reward systems, precariousness, turnover etc.

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 6.5% 1.4% 3.3%
2016 -0.8% -5.4% -4.6% 5.9% 3.8%
2015 17.3% 17.5% 0.1% -8.2% 8.6%
2014 3.2% 4.6% 0.6% -3.3% 1.5%
2013 18.2% 4.5% -1.8% 9.9% 4.7%
2012 25.8% 16.0% -5.5% 9.5% 4.8%
2011 -16.7% 0.5% 0.0% -20.9% 4.6%
2010 21.3% 5.9% -3.5% 8.4% 9.6%
2009 40.7% -6.4% 20.0% 19.9% 4.5%
2008 -43.8% -9.6% -6.5% -14.4% -22.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
EUR Cash 2.67
Erste Group Bank AG ORD 2.32
SEB SA ORD 2.28
Atos SE ORD 2.23
Natixis SA ORD 2.19
MTU Aero Engines AG ORD 2.18
Imerys SA ORD 2.13
Iliad SA ORD 2.05
Wartsila Oyj Abp ORD 2.05
Biomerieux SA ORD 2.04
31/07/2017

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. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date29/10/2007
  • Share Class size478Mn
  • Base currencyEUR
  • ISIN LU0316218527

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).