AXA Framlington UK Mid Cap Z Acc GBP


March 2026
 
  • Square Mile rating
  • Risk of asset class
    1 2 3 4 5 6 7 8 9 10
  • Ongoing charges
    0.82%
    Transaction costs
    0.14%
    Total cost of investment
    0.96%

Source: Square Mile and LSEG Lipper (all rights reserved), Data as at: 31st January 2026.


Overview

The focus of the fund is on growing the capital value of investments over time through a portfolio of UK equities predominantly listed on the FTSE 250 index. Whilst equities can lose money over short to medium time periods, over longer timeframes, and particularly over multiple investment cycles, equities, in aggregate, have proved an extremely successful way of accumulating capital.

 

Square Mile’s Expected Outcome

We believe that the fund should be able to outperform the FTSE 250 (ex investment trusts) index by around 2% per annum over rolling five year periods.


Square Mile’s Opinion

Having been managed by Chris St John since its launch in March 2011, this fund benefits from an articulate and competent fund manager, who has consistently applied his investment philosophy and process over his career. During this time, he has enjoyed a reasonable level of performance success, primarily managing UK small and mid-cap strategies. Mr St John is an integral part of the highly collegiate BNP Paribas UK equity team, which works closely together, and so, whilst individual thinking is very much encouraged, it is natural to see some common themes and similar stocks held across the range of strategies managed by the desk.

We like the manager's overarching investment philosophy, which is based on the belief that companies with the ability to compound returns over time, without taking on excessive levels of debt, will outperform. Whilst that might sound somewhat obvious and simplistic, we do support the view that, over the longer term, higher quality companies do tend to outperform their peers. Moreover, the underlying process is well thought out and, in keeping with the style promoted across the team, this is very much a conviction based portfolio. That being said, Mr St John is acutely aware that the area of the market in which this fund invests can be risky and so he takes appropriate steps to mitigate this, such as ensuring that the portfolio is sufficiently diversified. We would note that this is a sensibly managed fund that seeks to meet its investment objective in a steady, reliable and repeatable fashion, rather than to shoot the lights out, and it has succeeded in meeting this goal for the majority of time since its launch.


Fund Manager’s Formal Objective

The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund has at least 70% of its investments in shares of companies domiciled, incorporated or having significant business in the UK which the fund manager believes will provide above-average returns. The Fund invests primarily (meaning at least 70% of its assets) in medium-sized companies.

Capital Accumulation UK
Active FTSE 250 Ex IT
Equity IA UK All Companies
1.86% £186M
Christopher St.John, Dan Harlow May, November
2.9 Pounds Semi-annual
GBP 04/03/2011
2.9 Pounds 30/09/2025
0.00% -
- -

Source: Square Mile and LSEG Lipper (all rights reserved), Data as at: 31st January 2026

 
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AXA Framlington UK Mid Cap Z Acc GBP
 
 

Asset Manager Overview

BNP Paribas Asset Management (AM) is a global asset management business and one of Europe's largest. The company's current scale and reach was boosted in July 2025 when AXA Investment Managers (IM) joined BNP Paribas Group. Following the merger of AXA IM and BNP Paribas AM Europe and their respective holding companies on 31st December 2025, the combined company now operates under the BNP Paribas name.

BNP Paribas AM has a broad range of capabilities spanning equities, fixed income, multi-asset, Real Estate, Alternative Credit, Infrastructure, Private Equity as well as a broad ETF platform offering active and passive strategies. As at the end of September 2025 the firm had approximately €1.6 trillion in assets under management. 

Fund Manager/Team Overview

This fund has been managed by Chris St John since its launch in March 2011. Mr St John is part of a highly collegiate team of UK equity fund managers and analysts, a group he has been a member of for over ten years. Historically, he worked particularly closely with the highly accomplished fund manager Nigel Thomas. Following Mr Thomas's retirement at the end of 2018, Mr St John assumed responsibility for the AXA Framlington UK Select Opportunities fund (and was subsequently appointed deputy to Nigel Yates in December 2023). He has also been the lead manager of the multi‑cap‑focused, offshore‑based AXA WF Framlington UK fund since its launch in March 2016.

Investment Philosophy & Process Overview

The manager is essentially a stock picker but, together with the rest of the team, he has an appreciation of the wider economy and industrial and secular trends, using these to help guide him in the selection of companies. The team conducts proprietary analysis that is supplemented with external research. This is primarily used to validate and cross check their own work and is generally provided by independent research houses, stockbrokers and through contacts generated from conferences attended by the team's members. The types of companies sought by the manager are those considered able to grow organically, have little or no debt, pricing power and high barriers to entry. Management teams' ability to effectively allocate capital is also assessed and, as a chartered accountant, Mr St John is wholly comfortable with analysing company balance sheets and other financial statements. In addition, interaction with company management is considered an important part of the decision making process. Although naturally a growth investor, the manager is not prepared to overpay for stocks and looks at each company's valuation relative to his growth projections for the business, its ability to generate cashflow, grow dividends and return on capital. Valuation measures against the firm's history and against that of the market tend not to be used.

The final portfolio is constructed without reference to its FTSE 250 benchmark and can, at times, look vastly different from this index. An outcome of the investment process is that the manager tends to avoid specific areas of the market including certain financials and commodity-related stocks. This could lead to periods of relative performance variability should these areas outperform. Mr St John is risk aware and uses a sensible range of self-imposed guidelines to mitigate risk as much as possible. These include holding a maximum of 4% in any one company and investing in the region of 50-80 companies to ensure a suitable level of diversification. There is scope to invest outside of the benchmark, but the fund must have a minimum exposure of 70% to the index at all times. Up to 15% can be held in larger FTSE 100 companies.

Portfolio activity tends to be quite low with turnover in the region of 30-35% p.a. equating to an average holding period of three to five years. The sale of a stock is considered following a strong period of relative outperformance, an unexplained deterioration of profitability or cash generation, evidence of inconsistent decision making by company management or when a more compelling idea is uncovered.

​The investment universe of all BNP Paribas funds is subject to negative screens that exclude companies strongly exposed to controversial weapons, palm oil, coal and soft commodities, activities the group considers to be unethical or controversial.

 
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AXA Framlington UK Mid Cap Z Acc GBP
 
 

ESG Integration

Fund ESG Integration

This fund excludes investment into certain controversial activities, such as palm oil producers, that have not been approved by the Roundtable on Sustainable Palm Oil (RSPO), as well as firms that generate more than 50% of their revenue from electricity production coming directly from coal or from coal extraction. In addition, investment in tobacco related stocks is prohibited. The manager also considers an evaluation of company management and internal governance to be very important and has a strong preference for those firms whose interests, and actions, are aligned with shareholders. However, broader environmental and social factors are not an integral part of the investment process.

Nonetheless, at the firm level, BNP Paribas has a dedicated ESG department which shares its expertise across the platform. 

 
 
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AXA Framlington UK Mid Cap Z Acc GBP
 
 

Risk Summary

This fund invests in medium sized, UK listed equities and, as such, the main risk is that these, as higher risk assets, can be volatile investments. We would note here that the medium sized companies that this fund invests in tend to be more volatile when compared to their larger peers. Moreover, the portfolio is constructed without reference to its benchmark and so can, at times, look and act very differently to the index. However, the fund's manager, Mr St John, is acutely aware of the risks that both these companies and his investment process present and takes appropriate steps to mitigate these whenever possible. This strategy may be suited to investors with a longer investment time horizon.

 

Additional Information

6.29%
15.12%
-18.80%
15.32%
-11.54%
0.27
0.27

(3 years data to last month end unless otherwise stated)

Qualitative Risk Assessment

Significant Potentially Significant Not Significant

For the full summary of the risks, click here

 
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AXA Framlington UK Mid Cap Z Acc GBP
 
 
 

Calendar Year Performance To Quarter End

Period Fund (%) Sector (%)
2025 5.7 14.8
2024 7.2 7.9
2023 5.0 7.2
2022 -24.4 -9.3
2021 16.3 17.1

Source: Square Mile and LSEG Lipper (all rights reserved), Data as at: 30th March 2026


Value for Money

When compared to the smaller subset of strategies focused on the mid cap area of the market, the fund’s ongoing charge figure (OCF) is significantly below the median level. The fund's transaction costs are also relatively low, leading to a total cost of investment that is highly competitive within its peer group.

The group's latest assessment of value report (October 25), notes that the fund delivered value, with some areas being closely monitored. The area cited, is performance, which has been challenged in recent years given its stylistic biases. We will continue to monitor the performance progression of the strategy but believe this fund offers adequate value for money, given the experience of the lead portfolio manager, access to a well regarded UK equity team and the actively managed nature of the strategy.

OCF v Peer Group

0.82%
Transaction Costs v Peer Group

0.14%
TCI v Peer Group

0.96%

Source: Square Mile and LSEG Lipper (all rights reserved), Data as at: 31st January 2026.

 
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AXA Framlington UK Mid Cap Z Acc GBP
 
 

Square Mile Analysts

Martin Ward - Senior Investment Research Analyst

John Monaghan - Research Director

Rating Changes

The Square Mile ratings are reviewed every 6 months. For full details on the methodologies, click here.
For a full list of all Square Mile rated funds, click here.

Rating Changes over last 12 months Time & Date rating changed
 

Disclaimer

This document is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

Unless otherwise agreed by Square Mile, this factsheet is only for internal use by the permitted recipients and shall not be published or be provided to any third parties. This factsheet is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this factsheet shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This factsheet shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Unless indicated, all figures are sourced by LSEG Lipper (all rights reserved). Past performance is not a guide to future returns.

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