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Zurich Sterling AXA Framlington UK Select Opportunities

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To achieve capital growth by investing in companies, primarily of UK origin where the Manager believes above average returns can be realised.

Fund Manager ( Underlying )

Nigel Thomas

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 31.75m as at 28-Nov-2014

Downloads ( Underlying )

Unit Name

Zurich Sterling AXA Framlington UK Select Opportunities S2

Inc/Acc

Accumulating 

Citicode

AFK0

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B1W5J919 

Annual Charge

0.85%

Mid

GBX 161.90

Change (Mid)

1.50 (0.94%)
17-Dec-2014

Unit LaunchDate

06-Aug-2007

Unit Name

Zurich Sterling AXA Framlington UK Select Opportunities

Inc/Acc

Accumulating 

Citicode

S699

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB0032377425 

Annual Charge

1.85%

Bid

GBX 271.00

Offer

GBX 285.30

Change (Offer)

2.50 (0.93%)
17-Dec-2014

Unit LaunchDate

25-Nov-2002

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -4.38 -3.59 -1.92 -1.42 32.78 65.85
Sector -2.89 -3.54 -2.61 -0.09 38.11 49.41
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 23.76 9.31 -0.29 25.36 33.65
Sector 21.73 14.33 -7.14 16.16 27.84

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 95.19
Cash 4.81

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 95.19
Cash 4.81

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Industrials 24.78
Consumer Services 19.76
Financials 13.18
Health Care 10.86
Oil & Gas 9.97
Basic Materials 6.67
Cash 4.81
Telecommunications 4.49
Consumer Goods 3.77
Technology 1.71

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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