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AXA WF Framlington Global Small Cap A C USD

Ranked 10 out of 26 in - Global Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Isabelle De Gavoty

Isabelle De Gavoty’s first position in the world of finance came as an automotive analyst for Wargny Brokerage of Paris. In 1998 she took the role of small cap analyst with AXA IM, which she held for three years before taking the step up into fund management proper in 2001. When adding to her portfolio, Isabelle judges each stock on its own merits and looks for growth at reasonable price with a sector neutral approach. Marseille has had a strong influence on both the professional and personal life of the AXA manager. Born in the city in the spring of 1971, Isabelle went on to study finance at the AIX University and play the piano at the Marseille Conservatoire.

Objective

The fund seeks to achieve long-term capital growth measured in USD by investing in small capitalisation companies worldwide.The fund is actively managed in order to capture opportunities in worldwide equity markets. Investment decisions are based on a combination of macroeconomic, sector and company specific analysis. The share selection process relies on a rigorous analysis of the companies' business model, quality of management, growth prospects and overall risk return profile, driven by investment team.

Showing fund performance in Switzerland View performance globally

Performance

Global Small & Medium Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% 2.0%
2017 24.1% 6.8% 0.3% 10.6% 4.8%
2016 0.5% -8.3% 2.1% 4.0% 3.2%
2015 7.9% 3.2% -0.7% -2.6% 8.0%
2014 14.4% 1.8% -0.3% 3.2% 9.2%
2013 -1.4% 5.4% 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. Iceland
  6. Luxembourg
  7. Norway
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date07/01/2013
  • Share Class size227Mn
  • Base currencyUSD
  • ISIN LU0868490201

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).