AXA Framlington Global Technology Z

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Quick Stats

Bid Price - Offer Price -
Mid Price GBX 374.20 Day Change GBX +3.40 (0.92%)
Price Date 15 Aug 2018 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 574,662,600.00
Launch Date 10/05/1999 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B4W52V57 Min TopUp (£) 5,000.00
Ongoing Charge (%) 0.8300 Ongoing Charge Date 19/02/2018

Fund Objective

The aim of this Fund is to provide long-term capital growth.

Fund Managers

Jeremy Gleeson

Jeremy joined AXA Investment Managers in July 2007 and is the lead fund manager of the AXA Framlington Global Technology Fund. In 2017 he was named winner of the Tech Fund Manager of the Year Award at the UK Tech Awards. Previously he was named winner of the Investment Week Tech & Telecoms Fund Manager of the Year Award for 2011 and 2012. Previously, he was a senior portfolio manager at Close Investments (formerly Reabourne Technology), a subsidiary of Close Brothers Group PLC, from 2003 to 2007, having been a portfolio manager for the previous three years and an assistant portfolio manager from 1997 to 2000 with Reabourne Technology. During his time at Close Investments / Reabourne, Jeremy was the lead fund manager on several technology funds and won the FTSE techMARK Technology Fund Manager of the Year award in 2003 and 2005. Jeremy holds a BSc (Hons) in Mathematics (1st class) and an MSc. in Systems Engineering from Cardiff University (1992-1996). He is also a CFA charterholder.

Performance Chart

Fund Performance

Cumulative Performance

Discrete Performance

Top 10 Holdings

Name Weight
ALPHABET INC 9.05%
APPLE INC 7.59%
FACEBOOK INC 7.20%
VISA INC 4.16%
CISCO SYSTEMS INC 3.75%
NEW RELIC INC 2.35%
AMAZON.COM INC 2.32%
SERVICENOW INC 2.19%
SALESFORCE.COM INC 2.07%
ADOBE SYSTEMS INC 2.03%

Asset Breakdown

Name Weight
Europe ex UK Equities 1.59%
Global Emerging Market Equitie 6.06%
Japanese Equities 1.02%
Money Market 2.52%
North American Equities 88.81%

Region Breakdown

Name Weight
Europe ex UK 1.59%
Global Emerging Markets 6.06%
Japan 1.02%
Money Market 2.52%
North America 88.81%

Sector Breakdown

Name Weight
Communications Equipment 8.36%
Electronic & Electrical Equipm 1.01%
Hardware 10.25%
Healthcare & Medical Products 0.97%
Information Technology 5.96%
Internet 26.07%
Money Market 2.52%
Property Shares 1.50%
Retail 2.32%
Semi Conductors 18.05%
Software 22.99%