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You are here: Manager factsheet

Stephen Kelly
AXA IM UK, AXA Investment Managers
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Manager profile
Stephen joined AXA Investment Managers in 1997 as a fund manager on the US Desk, responsible for the US Growth funds. He is lead manager for the AXA Framlington American Growth Fund. Previously, he worked at Olliff & Partners as a trainee in the equity research department, where he covered the UK paper and packaging sector. In 1992 he joined the US Desk at Capel Cure Myers as an assistant fund manager before being promoted in 1995 to fund manager. Stephen graduated from the University of Exeter in 1990 with an honours degree in Economics.
Total return for Stephen Kelly
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stephen Kelly

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Stephen Kelly 19.8 -5.6 17.6 46.2 1.8 22.1 6.7 30.2 -5.5 29.3
Peer Group Composite 18.9 -3.6 12.6 41.8 -5.1 14.3 -0.6 33.0 -0.3 24.6
Over / Under 0.9 -2.0 5.0 4.4 6.9 7.8 7.3 -2.8 -5.2 4.7
Performance vs peer group composite: Stephen Kelly
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA Framlington American Growth Lead manager UT North America since Mar 22 2006 to present
AXA US Responsible Growth Lead manager FO Equity - North America since Aug 17 2009 to present
AXA World Funds Longevity Economy Lead manager FO Equity - Pharma Health & Biotech since Jul 04 2023 to present
Funds managed previously
Fund Periods
AXA Framlington American Growth since Feb 24 1997 to Mar 21 2006
Framlington Intl Port American Growth since Apr 19 1999 to fund close
AXA Framlington Nasdaq Inc since Sep 01 2000 to Aug 01 2003
AXA World Funds Longevity Economy since Oct 31 2021 to Jul 03 2023
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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.

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