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AXA WF Framlington Talents Global AC EUR

Ranked 38 out of 352 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Mark Beveridge

Mark Beveridge, CFA is global head of AXA Framlington at AXA Investment Managers based in London. He joined the firm in 2009 and prior to this was chief investment officer of global equity at Goldman Sachs Asset Management. Mark graduated from the University of Miami with a BA in Business Administration.

Objective

The Investment Manager will seek to achieve the objectives of the Sub-Fund through exposure to international equities. This Sub-Fund will select stocks using an entrepreneur investment philosophy. The portfolio manager developed this investment philosophy as he believes financial markets are not efficient and too many companies are badly managed or depend on economic cycles. The portfolio manager prefers, therefore, to invest in individuals who have a strong track record in developing business and creating value. This Sub-Fund also focuses on individuals who hold a significant stake in their company.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.3%
2017 9.5% 4.9% -1.1% 0.9% 4.6%
2016 4.3% -6.9% 1.5% 6.0% 4.2%
2015 13.3% 16.3% -1.9% -8.4% 8.4%
2014 17.8% 1.5% 3.2% 5.3% 6.9%
2013 23.0% 9.0% 0.6% 6.5% 5.4%
2012 7.5% 8.8% -4.8% 3.4% 0.3%
2011 -16.3% 3.3% -3.5% -17.8% 2.0%
2010 23.0% 8.0% -2.4% 5.1% 11.0%
2009 43.7% -3.5% 24.1% 11.6% 7.5%
2008 -52.4% -19.1% -6.5% -16.6% -24.5%
2007 -8.2% 3.1% 4.2% -7.7% -7.4%
2006 9.4% 10.9% -9.0% 0.5% 7.9%
2005 23.1% 2.5% 5.1% 10.3% 3.6%
2004 17.7% 15.9% 0.0% -3.3% 5.0%
2003 38.8% -8.4% 27.9% 15.5% 2.6%
2002 -34.8% -5.7% -28.8% -9.1% 6.9%
2001 21.2%

Month by Month Performance

Returns Vs Risk

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 date24/08/2001
  • Share Class size153Mn
  • Base currencyEUR
  • ISIN LU0189847683

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).