Select from the fund links below to view the key features.
- AXA Framlington Biotech Fund (Acc)
- AXA Framlington Emerging Markets Fund (Inc & Acc)
- AXA Framlington European Fund (Inc & Acc)
- AXA Framlington Financial Fund (Inc & Acc)
- AXA Framlington Health Fund (Inc & Acc)
- AXA Framlington Monthly Income Fund (Inc)
- AXA Framlington Global Technology Fund (Inc & Acc)
- AXA Framlington Pan European Bond Fund (Inc & Acc)
- AXA Framlington UK Growth Fund (Inc & Acc)
- AXA Framlington UK Select Opportunities (Inc & Acc)
- AXA Framlington UK Smaller Companies (Inc & Acc)
AXA Framlington Biotech Fund (Acc)
Investment Objective
To provide medium to long-term appreciation by investing principally in equity securities of companies in the biotechnology, genomic and medical research industries worldwide.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.50% | minus | 3.25% | equals | 2.25% | 1.75% | Growth | From 6% to 3.8% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington Emerging Markets Fund (Inc & Acc)
Investment Objective
The Fund aims for capital growth through investment in companies which are incorporated, have their headquarters, or have their principal operations in countries which are, in the Manager?s opinion, developing countries.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.00% | equals | 2.25% | 1.5% | Growth | From 6% to 3.2% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington European Fund (Inc & Acc)
Investment Objective
The Fund aims to achieve capital growth through investment principally in continental European equities. The Fund has the power to invest in the UK, but it is not currently proposed that it will do so. Investment is in companies which, in the Manager's opinion, show above average profitability, management quality and growth.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.00% | equals | 2.25% | 1.5% | Income | From 6% to 3.8% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington Financial Fund (Inc & Acc)
Investment Objective
The Fund aims for capital growth through investment principally in financial services companies worldwide. Investment will be predominantly in banks, insurance companies, property companies, investment related companies, and other financial service provid
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.00% | equals | 2.25% | 1.5% | Growth | From 6% to 3.8% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington Health Fund (Inc & Acc)
Investment Objective
The Fund aims to achieve capital growth through investment in healthcare and medical services and product companies worldwide. Investment will be in producers of pharmaceuticals, biotechnology firms, medical device and instrument manufacturers, distributors of healthcare products, care providers and managers, and other healthcare services companies.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.50% | minus | 3.25% | equals | 2.25% | 1.5% | Income | From 6% to 3.8% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington Monthly Income Fund (Inc)
Investment Objective
This Fund aims to combine a regular income with the potential for long term capital growth. The Fund will invest mainly in equities and fixed interest securities.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.00% | equals | 2.25% | 1.5% | Capital | From 6% to 4.5% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington Global Technology Fund (Inc & Acc)
Investment Objective
To achieve long term growth principally through investments in companies engaged in the research, design and development of technologies in all sectors including information technology and the internet and in companies manufacturing and distributing products and/or providing services resulting from such research, design and development.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.25% | equals | 2.00% | 1.75% | Income | From 6% to 3.1% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington Pan European Bond Fund (Inc & Acc)
Investment Objective
The Fund aims to generate a high level of income, payable monthly into a UK bank or building society account, by investing mainly in high yielding European corporate bonds, bonds issued by European governments and other European fixed interest instruments. It may also invest in European equities when appropriate.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.00% | equals | 2.25% | 1% | Capital | From 6% to 4.1% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington UK Growth Fund (Inc & Acc)
Investment Objective
This Fund aims to achieve capital growth through investment in UK large and medium sized companies which show above average profitability, management quality and growth.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.00% | equals | 2.25% | 1.5% | Income | From 6% to 4.1% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington UK Select Opportunities (Inc & Acc)
Investment Objective
The Fund aims to achieve capital growth by investing in companies, primarily of UK origin, where the Manager believes above average returns can be realised.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.00% | equals | 2.25% | 1.5% | Income | From 6% to 4.1% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited
AXA Framlington UK Smaller Companies (Inc & Acc)
Investment Objective
This Fund aims to achieve capital growth by investing principally in smaller UK quoted companies. It will include companies from a number of sectors and the Fund will normally hold between 80 and 100 companies at any time.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.25% | minus | 3.25% | equals | 2.00% | 1.5% | Income | From 6% to 3.6% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | AXA Framlington Unit Management Limited | Royal Bank of Scotland | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: AXA Framlington Unit Management Limited