LSE - Delayed Quote GBP

AXA Framlington UK Mid Cap - Z Acc (0P0000TJE8.L)

2.9680
-0.0040
(-0.13%)
At close: January 23 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return -0.20%
5y Average Return -0.47%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Jan 22, 2025) 42.00%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 42.00%
Worst 3Y Total Return -5.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000TJE8.L
Category
YTD
7.16%
0.00%
1-Month
-2.10%
0.00%
3-Month
-5.13%
0.00%
1-Year
7.16%
0.00%
3-Year
-5.27%
0.00%
5-Year
-0.60%
0.00%
10-Year
5.22%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000TJE8.L
Category
2024
7.16%
--
2023
4.99%
--
2022
-24.44%
--
2021
16.30%
--
2020
-1.86%
--
2019
36.28%
--
2018
-14.83%
--
2017
19.48%
--

2016
2.88%
--
2015
20.12%
--
2014
3.94%
--
2013
42.00%
--
2012
29.14%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.03% 3.77% 4.63% -5.13%
2023 0.87% -2.06% -0.80% 7.13%
2022 -11.30% -13.20% -10.68% 9.88%
2021 3.25% 7.81% 4.24% 0.23%
2020 -28.12% 17.54% 0.93% 15.09%
2019 12.03% 6.38% 2.01% 12.09%
2018 -5.60% 7.05% -2.92% -13.18%
2017 4.97% 3.44% 5.12% 4.67%
2016 -2.84% -8.13% 13.49% 1.56%
2015 6.52% 5.72% -0.54% 7.24%

2014 6.33% -6.72% 0.00% 4.79%
2013 16.25% 3.19% 6.46% 11.18%
2012 14.65% -3.44% 10.30% 5.76%
2011 5.42% -14.32% 6.45% --

Rank in Category (By Total Return)

YTD 59
1-Month 73
3-Month 95
1-Year 59
3-Year 70
5-Year 69

Load Adjusted Returns

1-Year 7.16%
3-Year -5.27%
5-Year -0.60%
10-Year 5.22%

Performance & Risk

YTD Return -0.20%
5y Average Return -0.47%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category --
Fund Family AXA Investment Managers UK Ltd
Net Assets 266.51M
YTD Return 7.16%
Yield 1.78%
Morningstar Rating
Inception Date Jun 21, 2011

Fund Summary

null

Related Tickers

UPAAX Upright Assets Allocation Plus
15.98
+3.50%
 
UPDDX Upright Growth & Income
22.14
+3.22%
 
BIPIX ProFunds Biotechnology UltraSector Fund
47.68
+2.91%
 
BIPSX ProFunds Biotechnology UltraSector Fund
24.87
+2.90%
 
RYLDX Rydex Dow 2x Strategy A
183.77
+1.83%
 
RYCYX Rydex Dow 2x Strategy C
151.65
+1.83%
 
RYCVX Rydex Dow 2x Strategy H
182.98
+1.83%
 
UDPIX ProFunds Ultra Dow 30 ProFund
86.29
+1.82%
 
MFOCX Marsico Focus
31.00
+1.77%
 
FBTTX Fidelity Advisor Biotechnology Fund
24.52
+1.70%
 
FBTAX Fidelity Advisor Biotechnology Fund
26.96
+1.70%
 
FBTIX Fidelity Advisor Biotechnology Fund
29.61
+1.68%
 
FIJYX Fidelity Advisor Biotechnology Z
29.66
+1.68%
 
FSHCX Fidelity Select Health Care Svcs Port
108.81
+1.63%
 
TARKX Tarkio
31.29
+1.52%
 
INPIX ProFunds Internet UltraSector Inv
60.72
+1.39%
 
INPSX ProFunds Internet UltraSector Svc
38.62
+1.36%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
70.01
+1.33%
 
JNGLX Janus Henderson Global Life Sciences D
70.16
+1.33%
 
JFNSX Janus Henderson Global Life Sciences Fund
66.55
+1.32%
 
JFNCX Janus Henderson Global Life Sciences Fund
58.99
+1.32%
 
JAGLX Janus Henderson Global Life Sciences T
69.73
+1.32%
 
JFNAX Janus Henderson Global Life Sciences Fund
68.45
+1.32%
 
JFNIX Janus Henderson Global Life Sciences Fund
70.29
+1.31%
 
PJHRX PGIM Jennison Health Sciences R
32.38
+1.25%
 
PHLQX PGIM Jennison Health Sciences R6
45.46
+1.25%
 
PHLAX PGIM Jennison Health Sciences A
35.11
+1.24%
 
PHSZX PGIM Jennison Health Sciences Z
45.00
+1.24%
 
SHSCX BlackRock Health Sciences Opps Inv C
52.90
+1.22%
 
FDLSX Fidelity Select Leisure
20.72
+1.22%
 
SHSAX BlackRock Health Sciences Opps Inv A
66.11
+1.21%
 
SHSSX BlackRock Health Sciences Opps Instl
71.21
+1.21%
 
BHSRX BlackRock Health Sciences Opportunities Portfolio
63.73
+1.21%
 
SHSKX BlackRock Health Sciences Opps K
71.34
+1.21%
 
SHISX BlackRock Health Sciences Opps Svc
66.50
+1.20%
 
FIKEX Fidelity Advisor Industrials Z
54.53
+1.19%
 
FCYIX Fidelity Select Industrials Portfolio
44.40
+1.19%
 
EGIIX Eaton Vance Greater India I
40.26
+1.18%
 
BRIFX Baron Real Estate Income Retail
16.62
+1.16%
 
ADKSX Adirondack Small Cap
32.59
+1.15%
 
BRIUX Baron Real Estate Income R6
16.81
+1.14%
 
BRIIX Baron Real Estate Income Institutional
16.83
+1.14%
 
FBMPX Fidelity Select Communication Services Portfolio
117.68
+1.13%
 
FGKMX Fidelity Advisor Communication ServicesZ
118.31
+1.12%
 
FGJMX Fidelity Advisor Communication ServicesI
117.59
+1.12%
 
FGDMX Fidelity Advisor Communication ServicesA
115.87
+1.12%
 
FPHAX Fidelity Select Pharmaceuticals Port
25.40
+1.11%
 
FGEMX Fidelity Advisor Communication ServicesM
114.36
+1.11%
 
CLGRX Calvert US Large Cap Growth Rspnb Idx R6
69.99
+1.11%
 
FGHMX Fidelity Advisor Communication ServicesC
111.00
+1.11%
 
FIDLX Fidelity Advisor Large Cap Z
54.60
+1.11%
 
CGJIX Calvert US Large Cap Growth Rspnb Idx I
70.18
+1.11%
 
FALIX Fidelity Advisor Large Cap I
54.69
+1.11%
 
CGJAX Calvert US Large Cap Growth Rspnb Idx A
69.48
+1.11%
 
FLCSX Fidelity Large Cap Stock
58.03
+1.10%
 
PRHSX T. Rowe Price Health Sciences
83.95
+1.10%
 
FALAX Fidelity Advisor Large Cap A
50.74
+1.10%
 
THISX T. Rowe Price Health Sciences I
84.15
+1.08%
 
DHLTX Diamond Hill Select I
25.01
+1.05%
 
BRUSX Bridgeway Ultra-Small Company
33.68
+1.05%
 
DHTYX Diamond Hill Select Fund
25.15
+1.04%
 
FGRTX Fidelity Mega Cap Stock
27.23
+1.04%
 
CSRYX Columbia Select Large Cap Value Inst3
37.36
+1.03%
 
DHTAX Diamond Hill Select Fund
24.60
+1.03%
 
CSVZX Columbia Select Large Cap Value Inst
36.56
+1.02%
 
CSVGX Columbia Select Large Cap Value S
36.56
+1.02%
 
SLVIX Columbia Select Large Cap Value Inst2
36.57
+1.02%
 
FTGRX Fidelity Advisor Mega Cap Stock M
26.76
+1.02%
 
FZALX Fidelity Advisor Mega Cap Stock Z
27.04
+1.01%
 
FGRCX Fidelity Advisor Mega Cap Stock C
26.07
+1.01%
 
FTRIX Fidelity Advisor Mega Cap Stock I
27.26
+1.00%
 
FGTAX Fidelity Advisor Mega Cap Stock A
26.73
+0.98%
 
DODGX Dodge & Cox Stock Fund
272.20
+0.98%
 
FNORX Fidelity Nordic
59.23
+0.97%
 
CAMOX Cambiar Opportunity Inv
28.75
+0.95%
 
PJGZX PGIM Jennison Focused Value Z
22.40
+0.95%
 
FSLBX Fidelity Select Brokerage & Inv Mgmt
194.88
+0.94%
 
OFVIX O'Shaughnessy Market Leaders Value I
20.47
+0.94%
 
TEQCX Touchstone Non-US ESG Equity C
26.23
+0.92%
 
PJIAX PGIM Jennison Focused Value A
20.83
+0.92%
 
CAMWX Cambiar Opportunity Inst
28.58
+0.92%
 
BREFX Baron Real Estate Retail
39.73
+0.91%
 
TRLWX Nuveen Large Cap Value W
23.22
+0.91%
 
BREUX Baron Real Estate R6
40.92
+0.91%
 
BREIX Baron Real Estate Institutional
40.92
+0.91%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
18.85
+0.91%
 
PEIZX PGIM Jennison Value Fund
23.40
+0.91%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.95
+0.91%
 
PJOQX PGIM Jennison Focused Value R6
22.31
+0.90%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.97
+0.90%
 
FGIZX Fidelity Advisor Growth & Income Z
44.72
+0.90%
 
TEQAX Touchstone Non-US ESG Equity A
25.82
+0.90%
 
FLUAX Fidelity Advisor Stk Selec Lg Cp Val A
28.16
+0.90%
 
TIQIX Touchstone Non-US ESG Equity Y
27.09
+0.89%
 
TROCX Touchstone Non-US ESG Equity I
27.11
+0.89%
 
FSLVX Fidelity Stk Selec Lg Cp Val
28.56
+0.88%
 
MGRIX Marsico Growth
27.44
+0.88%
 
GQRPX GQG Partners Global Quality Equity Inv
19.45
+0.88%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
77.84
+0.88%
 
GQRRX GQG Partners Global Quality Equity R6
19.52
+0.88%