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
4.10p (+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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 20 Aug 2024, 17:08
Trailing returns (%) as of 20 Aug 2024, 17:08
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.