AXA Framlington Monthly Income Z GBP Inc

Fund

Fund Info

  • Yield History4.58%
  • 3 Year sharpe0.88
  • 3 Year alpha1.4
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.84%
  • SectorUK Equity Income
  • Manager GroupAXA
  • DomicileUnited Kingdom
  • ISINGB00B7MMK577

Investment Strategy

The aim of this Fund is to provide a monthly income with potential for long-term growth of capital. The Fund invests primarily in shares of UK listed companies which the Manager believes will provide above-average income and capital growth. The Fund invests in companies of any size. The Fund also invests in bonds issued by companies or governments. 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.