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AXA Framlington UK Select Opportunities

Elite Rated by FundCalibre

The funds aims to provide capital growth by investing in a portfolio of UK equities. The fund has a “go anywhere” mandate and Nigel is able to draw on his considerable experience running this type of fund. During his decade at the helm of this fund the manager has built up a formidable reputation.

Company Description

AXA Investment Management is the asset management arm of the eponymous French insurance giant. It is one of the largest investment companies in Europe and acquired Framlington Investment Managers in 2005. Framlington Equities provides a dynamic, autonomous investment culture within the larger AXA group.

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Fund Manager

Nigel Thomas is a true City veteran, with over 30 years of industry experience. He has managed this fund since 2002 and, during this time, he has established an exemplary long-term track record. In 2013 Nigel won a lifetime achievement award at an industry ceremony.

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We do nothing that is unique, but we do wear out a significant amount of both intellectual and physical shoe leather.

Nigel Thomas - Fund Manager

The Investment Process

Nigel is a pragmatic stock-picker who looks for both growth and value opportunities across the market-cap spectrum, with around 30% in the FTSE 100. Company meetings are a crucial part of the process, as strength of management is a key attribute that the manager seeks. The fund will be reasonably diversified at around 80 holdings.

Risk

The fund broadly has the same risk characteristics at the UK stock market. The fund’s “go anywhere” approach could introduce risk into the portfolio, if incorrectly implemented, but, to date, the manager has proved to be extremely skilful at running this type of mandate.

Our Opinion

Nigel has used the flexibility of the fund’s mandate expertly to deliver strong returns across a wide of market conditions. He rightly deserves his reputation as one of the best fund managers in the UK and we regard him as one of the safest pairs of hands around.

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©2014 FundCalibre Limited. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not ,guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating.