AXA Framlington UK Smaller Cos Z In

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 122.40 Day Change GBX +0.20 (0.16%)
Price Date 5 Dec 2016 Crown Rating 4
Shares Class Inc. Yield 1.00 %
Total Expense Ratio 0.00 Fund Size 269,770,600.00
Launch Date 27/04/2001 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BRJZVS95 Min TopUp (£) 5,000.00

Fund Objective

Capital growth through investment principally in smaller UK quoted companies.

Fund Managers

Dan Harlow
Dan Harlow joined AXA IM in 2010 to manage the UK Smaller Companies fund. He worked alongside Chris St John on the UK Smaller Companies fund from 2010 until Nov 2011. In November 2011 he was appointed co-manager of the AXA Framlington American Growth Fund. Dan returned to the UK Desk as lead portfolio manager of the AXA Framlington UK Smaller Companies fund in June 2016. Prior to joining AXA IM, Dan was Head of UK equities at Montanaro Asset Management, managing UK small cap portfolios including the Montanaro UK Smaller Companies Investment Trust (obtaining a 24% cumulative outperformance of FTSE Small Cap ex IT benchmark from March 2006 to January 2010.) He was also Head of Fund Management and a Board Director. Dan graduated from the University of Southampton in 1999 with a BA (Hons) in History. He completed an MSc in International Relations in 2000.