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L&G AXA Framlington Monthly Income Pn

5 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To combine a regular income with the potential for long term capital growth. The Fund will invest mainly in equities and fixed interest securities. The Fund provides monthly income payable direct to a UK bank or building society account.

Fund Manager ( Underlying )

George Luckraft




Primary Asset Class

Fund Size

GBP 0.28m as at 30-Aug-2015

Downloads ( Underlying )

Unit Name

L&G AXA Framlington Monthly Income Pn G25





Initial Charge


Unit Currency




Annual Charge



GBX 114.05


GBX 114.05

Change (Offer)

0.68 (0.60%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 3.05 -1.02 0.15 2.99 39.44 54.81
Sector 0.52 -3.96 -4.94 3.40 30.53 51.42

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 4.70 27.56 10.75 -4.87 15.53
Sector 3.71 23.16 13.23 -1.53 13.85

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 96.69
Cash 3.31

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 96.69
Cash 3.31

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 26.85
Industrials 11.85
Others 11.28
Information Technology 9.44
Energy 8.79
Consumer Staples 8.11
Health Care 7.69
Consumer Discretionary 7.38
Telecommunication Services 5.30
Cash 3.31

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.