AXA Framlington Global Sustainable Managed Z Acc

Citicode
11VL
Launch Date
16-04-2012
Fund Size
£885,870,602
Yield
1.12%
Ongoing Charge
0.69%
Fund Managers
David Shaw
Jamie Forbes-Wilson
Benchmark: MSCI AC World
Investment
AXA Framlington Global Sustainable Managed Z Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The aim of this Fund is to provide long-term capital growth over a period of 5 years or more.

Top 10 Holdings

Asset Class

Fund Manager

David Shaw

Start Date

10-11-2021

Bio

David Shaw joined AXA Investment Managers in June 2016 as the Portfolio Manager of the AXA Framlington US Select Growth strategy and deputy Portfolio Manager of the AXA Framlington American Growth fund. He was promoted to Co-Head of Global Equities in 2020 and currently manages the AXA Global Sustainable Distribution fund and co-manages the AXA Framlington Global Sustainable Managed fund. Prior to joining AXA IM, David was a Senior Portfolio Manager at Aerion Fund Management, where he spent 13 years co-managing a $1.5bn North American equity portfolio. Preceding that he spent 10 years as a UK fund manager and analyst, at Aerion Fund Management, NPI Asset Management and Natwest Investment Management. David holds a Bachelor's degree in Electronic Engineering from City University, London. He is a member of CFA UK (ASIP) and has completed the London Business School Investment Management Programme.

Fund Manager

Jamie Forbes-Wilson

Start Date

14-01-2021

Bio

Jamie joined AXA Investment Managers in 2003 as an investment manager responsible for charity, pension and private client portfolios. He began his career in 1996 as a graduate trainee with Wise Speke, a regional private client stockbroking firm. The company subsequently became part of Brewin Dolphin, where he worked as a private client portfolio manager. Jamie graduated from Exeter University in 1996 with a BA (Hons) degree in Economic History and Politics. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).

Data source:

All financial data is supplied by FE

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