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AXA WF Framlington Switzerland AC CHF

Ranked 6 out of 129 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Isabelle Pajot

Isabelle Pajot holds a diploma from the Ecole Supérieure de Commerce de Paris. She started her financial career with Banque Indosuez in 1989 where she was a financial analyst. Isabelle joined Credit Agricole Indosuez Cheuvreux in 1996 where she worked as an equity analyst, and then joined AXA Investment Managers in 2000 where she started out as an equity analyst, and became a portfolio manager in 2006. She is currently in charge of the management of Swiss equity portfolios and European equities with balanced funds. Isabelle is a member of the French Financial Analyst Society.

Objective

The objective of the Sub-Fund is to achieve long-term capital growth. The Investment Manager will seek to achieve the objective of the Sub-Fund by investing mostly in Swiss listed or domiciled companies. The portfolio will comprise a selection of Swiss companies, including large, mid and small capitalizations.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.7% 5.7% 5.3%
2016 2.9% -4.7% 1.6% 5.1% 1.2%
2015 2.2% 1.1% -3.8% -2.8% 8.1%
2014 9.0% 4.8% 2.0% -0.3% 2.2%
2013 22.2% 12.1% -0.6% 6.1% 3.4%
2012 16.0% 7.5% -2.9% 6.2% 4.6%
2011 -14.4% -2.6% -3.2% -15.6% 7.5%
2010 9.3% 6.9% -8.9% 4.2% 7.8%
2009 26.7% -6.3% 14.1% 15.2% 2.9%
2008 -35.8% -12.5% -1.3% -8.8% -18.5%
2007 1.0% 5.1% 4.4% -4.7% -3.3%
2006 22.4% 7.6% -3.9% 9.6% 8.0%
2005 28.6% 4.0% 4.4% 11.8% 6.0%
2004 5.1% 3.0% 1.3% -2.4% 3.1%
2003 15.3% -11.9% 15.8% 4.1% 8.6%
2002 -30.5% 3.6% -12.3% -22.0% -1.9%
2001 -22.3% -11.6% 1.5% -19.6% 7.8%
2000 10.7% 0.9% 4.0% 3.1% 2.3%
1999 14.5% 2.5% -0.3% 0.9% 11.2%
1998 14.6% 21.1% 6.3% -29.3% 25.9%
1997 52.2% 16.7% 20.6% 2.4% 5.6%
1996 20.1% 9.6% 4.3% -0.8% 5.9%
1995 5.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Nestle SA ORD 10.00
Novartis AG ORD 7.37
Roche Holding AG Par 7.35
Partners Group Holding AG ORD 4.51
Swiss Life Holding AG ORD 4.17
Straumann Holding AG ORD 3.95
Sika AG ORD 3.91
Dufry AG ORD 3.72
Chocoladefabriken Lindt & Spruengli AG 3.53
Clariant AG ORD 3.23
30/06/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date31/12/1992
  • Share Class size148Mn
  • Base currencyCHF
  • ISIN LU0087657150

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).