AXA Framlington UK Mid Cap fund is unashamedly growth-orientated. While it naturally focuses on medium-sized companies, its manager will be pragmatic about including select opportunities from the smaller companies space, as well as letting mid-cap holdings grow. This flexibility to invest in the FTSE 100 and small cap space lets him run winners and invest early in strong growth stories.
Read more about AXA Framlington UK Mid Cap
What’s covered in this podcast:
- How WFH isn’t helpful in getting to know the real CEO of a company [0:22]
- How cross-border friction post-Brexit is impacting UK companies in the short term [2:29]
- Which trends have been accelerated by the pandemic including:
- the demise of the high street [4:33]
- pet ownership [5:08]
- recruitment of staff from further afield [5:35]
- Why you have to invest in the suppliers of green infrastructure, not pure renewables, in the FTSE 250 [6:10]
- Which AIM stocks the manager likes [8:47]
- Why the manager likes Dunelm [11:08]
- Why Pets at Home is a good investment [13:41]
- What is the annualised performance of the FTSE 250 over three decades [15:58]
- Why M&A is interesting today [17:22]
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