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AXA WF Framlington Talents Global AC EUR

Ranked 72 out of 364 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 fund seeks to achieve long term capital growth measured in Euro by investing in equities and equity related securities issued by international companies of all capitalisations displaying entrepreneurial characteristics. The fund is actively managed, selecting the best Talents-rated entrepreneurial companies in each industry. The selection process will favor entrepreneurs with a strong track record in creating value for the minority shareholders, and with a significant stake in their respective companies. These leaders are often ready to make heavy short term investments to generate long term growth. The fund invests essentially in equity and equity related securities issued by companies of any capitalisation, with a real diversification in terms of sectors and any geographical region.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% 6.2%
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

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 4.50%
Apple Inc ORD 4.17%
Charles Schwab Corp ORD 3.51%
Berkshire Hathaway Inc ORD 3.46%
Alphabet Inc ORD 3.34%
EOG Resources Inc ORD 3.27%
SoftBank Group Corp ORD 2.94%
Stryker Corp ORD 2.87%
Ecolab Inc ORD 2.82%
Alibaba Group Holding Ltd DR 2.81%
31/07/2018

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 size171Mn
  • 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).