Rosan Select Logo

Axa Framlington American Growth Z Acc

Citicode
03TF
Launch Date
21-06-2011
Fund Size
£1,036,401,482
Yield
0.00%
Ongoing Charge
0.81%
Fund Managers
David Shaw
Gordon Happell
Benchmark: IA North America
Investment
Axa Framlington American Growth Z Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The aim of this Fund is to provide long-term capital growth.

Top 10 Holdings

Asset Class

Fund Manager

David Shaw

Start Date

10-01-2025

Bio

David Shaw joined AXA Investment Managers in June 2016 as the Portfolio Manager of the AXA Framlington US Select Growth strategy and deputy Portfolio Manager of the AXA Framlington American Growth fund. He was promoted to Co-Head of Global Equities in 2020 and currently manages the AXA Global Sustainable Distribution fund and co-manages the AXA Framlington Global Sustainable Managed fund. Prior to joining AXA IM, David was a Senior Portfolio Manager at Aerion Fund Management, where he spent 13 years co-managing a $1.5bn North American equity portfolio. Preceding that he spent 10 years as a UK fund manager and analyst, at Aerion Fund Management, NPI Asset Management and Natwest Investment Management. David holds a Bachelor's degree in Electronic Engineering from City University, London. He is a member of CFA UK (ASIP) and has completed the London Business School Investment Management Programme.

Fund Manager

Gordon Happell

Start Date

11-02-2025

Bio

Gordon Happell is a Portfolio Manager in the UK Equities team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2014. Before joining the group, Gordon worked at Henderson Global Investors, specialising in Global Technology, and Aegon Asset Management where he was a Smaller Companies Investment Manager in the UK Equity team. Gordon has a first-class honours degree in Accounting from Strathclyde University and is a CFA charterholder.

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.