AXA Framlington Monthly Income Fund Z Inc header image

AXA Framlington Monthly Income Fund Z Inc

Fund

ISIN GB00B7MMK577 / Valor 18666737

NAV (2024-09-20)
GBP 1.31-2.46%

AXA Framlington Monthly Income Fund Z Inc
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General Objective

The aim of this Fund is to produce a monthly income with potential for long-term growth of capital over a period of 5 years or more. The Manager also intends to achieve a yield of distributable income in excess of 100% of the FTSE All Share yield at the Fund's year end on a rolling 3 year basis, and in excess of 90% on an annual basis.

Fund Exposure

The Fund invests primarily in shares of UK listed companies which the fund manager believes will provide above-average income and capital growth. The Fund also invests in bonds issued by companies or governments. The fund manager selects shares based upon analysis of a company's prospects for future growth in dividend payments, financial status, quality of its management, expected profitability and prospects for growth.

Risks

This Fund may not be suitable for investors who plan to withdraw their contribution within five years. Additionally, the value of investments and the income from them may go down as well as up and investors may not get back the full amount invested.

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Source

https://www.axa-im.co.uk/monthly-income-merger

Tags:
income uk equities ftse all share

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OTHER SHARE CLASSES OF THIS FUND

AXA Framlington Monthly Income Fund Z Acc
AXA Framlington Monthly Income Fund Z Acc AXA Framlington Monthly Income Fund Z Acc Valor: 18666779
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Annual Return

-50%0%+50%

Risk level

110
-0.63%GBP 2.35
AXA Framlington Monthly Income Fund D Inc
AXA Framlington Monthly Income Fund D Inc AXA Framlington Monthly Income Fund D Inc Valor: 11949942
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.44%GBP 2.16
AXA Framlington Monthly Income R Acc
AXA Framlington Monthly Income R Acc AXA Framlington Monthly Income R Acc Valor: 533434
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.63%GBP 7.13
AXA Framlington Monthly Income Fund D Acc
AXA Framlington Monthly Income Fund D Acc AXA Framlington Monthly Income Fund D Acc Valor: 11949942
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.62%GBP 7.20
AXA Framlington Monthly Income R Inc
AXA Framlington Monthly Income R Inc AXA Framlington Monthly Income R Inc Valor: 384715
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.45%GBP 2.15