AXA Framlington Blue Chip Eq Inc Z £ Inc

Fund

Fund Info

  • Yield History4.07%
  • 3 Year sharpe0.67
  • 3 Year alpha-2.36
  • Distribution Typeincome
  • BenchmarkFTSE 350 TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.85%
  • SectorUK Equity Income
  • Manager GroupAXA
  • DomicileUnited Kingdom
  • ISINGB00B8HHY295

Investment Strategy

The aim of this Fund is to produce higher than average income with long-term growth of income and capital. The Fund invests in shares of companies, primarily listed in the UK, which the Manager believes are leading companies within their sector and will provide above-average returns. The Fund invests generally in large companies. The Manager selects shares based upon analysis of a company’s prospects for future growth in dividend payments, financial status, quality of its management, expected profitability and prospects for growth. The Manager expects that the Fund’s portfolio will typically consist of shares of between 30-50 different companies, although the actual number of holdings could be greater or less than this range.