AXA Framlington Health Fund

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AXA Framlington Health Fund Z Acc

Category Sector Equity Healthcare


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

448.20p

arrow-up5.00p (+1.13%)

Fund Code

FMHEA

B6WZJX0

GB00B6WZJX05

Prices updated as at 07 May 2024
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Prices in GBX

Investment objective
The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund invests in shares of listed healthcare companies including producers of pharmaceuticals, biotechnology firms, medical device and instrument manufacturers, distributors of healthcare products, care providers and managers and other healthcare services companies, which the Manager believes will provide above-average returns. The Fund invests in companies of any size which can be based anywhere in the world albeit the Fund tends to be biased towards the US, as this is where the majority of healthcare related companies are based. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth.

Growth of 1,000 as of 08 May 2024, 05:05

Trailing returns (%) as of 08 May 2024, 05:05

Annual performance (%)

YearThis fundSector Equity Healthcare
31 Mar 13 - 31 Mar 1416.0615.44
31 Mar 14 - 31 Mar 1545.3535.19
31 Mar 15 - 31 Mar 16-9.60-7.85
31 Mar 16 - 31 Mar 1725.4123.86
31 Mar 17 - 31 Mar 18-9.00-1.73
31 Mar 18 - 31 Mar 1917.7215.33
31 Mar 19 - 31 Mar 201.851.86
31 Mar 20 - 31 Mar 2126.7022.68
31 Mar 21 - 31 Mar 2215.273.51
31 Mar 22 - 31 Mar 230.66-0.56
31 Mar 23 - 31 Mar 2414.954.92

Trailing returns (%)

YearThis fundSector Equity Healthcare
1 Day1.130.68
1 Month1.561.41
3 Months3.111.68
6 Months12.368.67
1 Year10.370.32
3 Years annualised8.680.94
5 Years annualised11.177.57
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.