AXA Framlington Monthly Income Fund

This was a brief introduction to the strategy. The fund is a multi-cap strategy with a third tending to be allocated to FTSE 100 companies, but it also invests in micro companies. Strong balance sheets are an important part of this strategy, and this has meant they have seen the strong get stronger as some of the competition has left the market.

They did see a reduction in dividends of around 26% compared to the market which was down 34%, but due to the nature of the companies that they invest in they have also seen dividends starting to come back.

The fund performed strongly post the vaccine announcements. However they still see some value within the fund, and they feel the market remains inefficient, meaning that it is a happy hunting ground for them. This means that they can find plenty of opportunities… more

Fund Facts Morningstar


Please note... is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to and cannot be replicated or copied without our permission.