AXA Framlington American Growth Fund - Z Income

Category US Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

710.50p

arrow-up4.10p (+0.58%)

Fund Code

FMAMI

B4152K5

GB00B4152K59

Prices updated as at 20 Aug 2024

Prices in GBX

Investment objective

The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund invests principally (meaning at least 80% of its assets) in large and medium-sized companies listed in the US. The Fund invests in shares of companies which the Manager believes are attractive investment opportunities, relative to their industry peers. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 20 Aug 2024, 17:08

10Y

Annual performance (%)

Year	This fund	US Large-Cap Growth Equity
30 Jun 13 - 30 Jun 14	13.80	11.17
30 Jun 14 - 30 Jun 15	22.46	17.00
30 Jun 15 - 30 Jun 16	8.00	13.40
30 Jun 16 - 30 Jun 17	24.13	23.85
30 Jun 17 - 30 Jun 18	22.38	16.71
30 Jun 18 - 30 Jun 19	16.83	13.64
30 Jun 19 - 30 Jun 20	18.90	20.12
30 Jun 20 - 30 Jun 21	30.91	27.17
30 Jun 21 - 30 Jun 22	-8.44	-9.92
30 Jun 22 - 30 Jun 23	19.42	16.72
30 Jun 23 - 30 Jun 24	23.11	25.81

Trailing returns (%)

Year	This fund	US Large-Cap Growth Equity
1 Day	-0.23	-0.00
1 Month	-0.42	0.91
3 Months	0.94	1.90
6 Months	5.62	4.94
1 Year	23.50	27.42
3 Years annualised	8.56	5.50
5 Years annualised	14.64	12.09

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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