AXA Framlington UK Equity Income Z £ Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.26%
  • 3 Year sharpe0.50
  • 3 Year alpha2.06
  • Distribution Typeaccumulation
  • BenchmarkFTSE 350 TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.85%
  • IA SectorUK Equity Income
  • Manager GroupAXA
  • DomicileUnited Kingdom

Investment Strategy

The aim of this Fund is to produce higher than average income with long-term growth of income and capital. The Manager also intends to achieve a yield of distributable income in excess of 100% of the FTSE All Share yield at the Fund’s year end on a rolling 3 year basis, and in excess of 90% on an annual basis. The Fund has at least 70% of its investments in shares of companies domiciled, incorporated or having significant business in the UK, which the Manager believes are leading companies within their sector and will provide above-average returns. The Fund has at least 51% of its investments in large companies which are in the FTSE 100 index.

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