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AXA WF Framlington American Growth A C USD

Ranked 21 out of 143 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Stephen Kelly

Stephen Kelly graduated from the University of Exeter with a degree in economics in 1990. He has worked at Olliff & Partners as a trainee in the equity research department, and he joined Capel Cure Myers in 1992 as an assistant fund manager on the US desk before being promoted to fund manager in 1995. He joined AXA Framlington in 1997, and is responsible for US Growth funds. He currently manages the AXA Framlington American Growth Fund.

Objective

The objective of the Sub-Fund, is to achieve long term capital growth. The fund will be invested at all times at least two thirds of its total assets in equities and equity related instruments issued by all cap companies domiciled or which exercise the preponderant part of their economic activities in the Americas, including the US, Canada and Mexico which, in the Investment Manager's opinion, show above average profitability, management quality and growth.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/03/2018 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.7% 11.7%
2017 12.9% 8.8% -1.9% -0.1% 5.9%
2016 -0.1% -9.9% 3.7% 3.9% 3.0%
2015 15.3% 19.0% -2.5% -6.7% 6.5%
2014 24.0% 0.3% 3.3% 9.7% 9.1%
2013 24.6% 8.6% -1.1% 7.3% 8.2%
2012 11.5% 14.8% -0.3% 4.5% -6.8%
2011 5.2% 1.9% -1.3% -4.2% 9.2%
2010 25.7% 11.2% -0.7% 1.4% 12.2%
2009 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/10/2009
  • Share Class size142Mn
  • Base currencyUSD
  • ISIN LU0361791394

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Related News

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Asset management firm hires new assistant portfolio manager to bolster operations in London office.

AXA IM hires co-manager for US equity fund

Veteran equity manager assigned to growth-focused strategy to help bolster desk following shuffling of roles.

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