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AXA WF Framlington Evolving Trends I D EUR H

Ranked 150 out of 375 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Mark Hargraves

Mark Hargraves applies a blended stock selection style with a bias towards GARP for the AXA Framlington European unit trust. He joined AXA Framlington in 2000 after spells with United Friendly Asset Management and SG Hambros Fund Managers. Hargraves launched his career with a two-year stint as an assistant product manager at Abbey National from 1994 to 1996. He holds a Masters degree in Finance from the London Business School and a BSc Hons in Geography from Bristol University. He is also an Associate of the Institute of Investment Management and Research. When he is not managing money Hargraves enjoys the pursuits of golf, tennis and mountaineering.

Objective

The fund seeks to achieve long-term capital growth measured in USD by investing in equities issued by worldwide companies of all capitalisations. The fund is actively managed in order to capture opportunities in worldwide equity markets. Investment decisions are based on a combination of macroeconomic, sector and company specific analysis. The fund may also invest up to 10% of its assets in convertible securities.

Showing fund performance in Sweden View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 150/375 Total Return
  • Rank 300/375 Standard Deviation
  • Rank 233/375 Max Drawdown
Fund Name Currency Return
148 Academy Quantitative Global UCITS B USD EUR

10.9%

149 Fidelity Funds FIRST ESG All Country Wld A-ACC-EUR EUR

10.9%

150 AXA WF Framlington Evolving Trends I D EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

10.9%

150 SKAGEN Global II NOK EUR

10.9%

152 Swedbank Robur Globalfond MEGA EUR

10.9%

Fund Name Currency Loss
231 SEB Stiftelsefond Utland EUR

-5.7%

231 BSF Impact World Equity A2 USD Cap EUR

-5.7%

233 AXA WF Framlington Evolving Trends I D EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.7%

234 Longview Partners Inv Global Equity Unhedged K GBP EUR

-5.7%

235 MFS Investment Funds-Global Equity Q1 EUR EUR

-5.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.4% -0.5% 4.5%
2017 24.1% 7.5% 4.5% 6.0% 4.3%
2016 0.1% -3.4% -0.7% 6.5% -2.1%
2015 -2.3% 1.3% 1.0% -10.3% 6.5%
2014 8.5% 1.3% 5.3% -1.3% 3.1%
2013 21.3% 4.9% -0.8% 9.1% 6.8%
2012 15.5% 14.0% -5.4% 5.8% 1.2%
2011 -12.0% 4.8% -0.8% -21.3% 7.5%
2010 15.2% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/06/2010
  • Base currencyEUR
  • ISIN LU0503939505
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment1Mn

Charges

  • Annual management0.60%
  • Initial investment0.00%

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