AXA Framlington Health Fund - Z Income

Category Sector Equity Healthcare

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

Last buy/sell price

221.50p

arrow-down-0.30p (-0.14%)

Fund Code

FMHZI

BRJZVQ7

GB00BRJZVQ71

Prices updated as at 26 Sep 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 in shares of listed healthcare companies including producers of pharmaceuticals, biotechnology firms, medical device and instrument manufacturers, distributors of healthcare products, care providers and managers and other healthcare services companies, which the Manager believes will provide above-average returns. The Fund invests in companies of any size which can be based anywhere in the world albeit the Fund tends to be biased towards the US, as this is where the majority of healthcare related companies are based. 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 26 Sep 2024, 23:09

10Y

Annual performance (%)

Year	This fund	Sector Equity Healthcare
30 Jun 13 - 30 Jun 14	18.31	15.45
30 Jun 14 - 30 Jun 15	34.02	27.57
30 Jun 15 - 30 Jun 16	3.74	6.07
30 Jun 16 - 30 Jun 17	14.15	14.50
30 Jun 17 - 30 Jun 18	2.65	5.00
30 Jun 18 - 30 Jun 19	7.80	7.90
30 Jun 19 - 30 Jun 20	16.37	18.17
30 Jun 20 - 30 Jun 21	14.78	12.17
30 Jun 21 - 30 Jun 22	3.88	-6.51
30 Jun 22 - 30 Jun 23	6.77	0.01
30 Jun 23 - 30 Jun 24	13.41	4.65

Trailing returns (%)

Year	This fund	Sector Equity Healthcare
1 Day	0.18	-0.09
1 Month	-3.82	-2.63
3 Months	-1.73	-1.68
6 Months	0.60	-1.40
1 Year	10.23	4.66
3 Years annualised	6.16	-2.18
5 Years annualised	10.02	6.24

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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