AXA Framlington Global Thematics Z Acc

Buy/Sell Price  (as of 21/09/2018) £2.249   Day Change :  1.22%     Fund Code:  FMGOA 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Mark joined AXA Framlington in November 2006 as a portfolio manager for Global Equity. Previously, he was at Execution Limited, where he worked as Global Strategist from 2002. Before this, he spent 4 years at Commerzbank as Head of Equity and Debt Strategy, having spent the years 1994 to 1998 first with HSBC James Capel, joining the foremost research house in Europe as Head of UK Strategy, and then with UBS Warburg, where he ran their Pan European Equity Strategy team. Mark began his career as an economist at Williams and Glynn (now RBS) and then CS Buckmaster and Moore, before moving to Equity Strategy at Kleinwort Benson. Mark graduated with an honours degree from Durham University in 1983.


Short is employed by SG Asset Management UK and serves as a member of the global equity team. He joined TCW in 1997 as an analyst/dealer assisting the European equity portfolio managers. Prior to that, he worked at SBC Warburg in the international equities division, covering UK and European equity trading, systems management and internal cost control. Previously, Short worked as an investment analyst with Jones Lang Wootton Fund Management in London.
Investment HouseAXA IM
Fund ProviderAXA Investment Managers UK Ltd
ManagerMark Tinker   Biography
ManagerTimothy Short   Biography

Fund Objective The aim of this Fund is to provide long-term capital growth. The Fund invests in shares of listed companies which are based anywhere in the world (including countries which the Manager considers to be emerging markets) and which the Manager believes will provide above average returns. The Fund invests principally in large and medium-sized companies. The Manager selects shares based upon analysis of a companys financial status, quality of its management, expected profitability and prospects for growth, taking into account the companys exposure to long-term themes influencing the global economy. The Fund may also invest in other transferable securities and units in collective investment schemes. The Fund may use derivatives for Efficient Portfolio Management. Use may be made of borrowing, cash holdings, hedging and other investment techniques permitted in the applicable Financial Conduct Authority rules.

Key Statistics

Fund Status
12-Month NAV High £2.29
12-Month NAV Low £1.92
Fund Comparative Index -
Morningstar CategoryTMGlobal Large-Cap Growth Equity
Dividend FrequencyTwice Yearly
Historic Yield0.66%

Annual Charges

Morningstar ratings

 as of  31/08/2018
Overall3 star
3 Years3 star
5 Years4 star
10 Years3 star

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  21/09/2018

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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