AXA Framlington Fund Manager, George Luckraft answers 5 questions will form part of our fund manager week. Questions asked were:
1. How do you feel 2016 went for you?
2. Were there any standout investments in your portfolio?
3. What are your views on prospects for 2017?
4. What sectors do you think will be interesting this year?
5. Are there any particular stocks that you like the look of for 2017?
KBC Advanced Technologies Plc (LON:KBC) are the leading technology-based consulting company in the energy and chemical industries delivering best-in-class operating performance to our clients – helping them maintain their licence to operate. For more than 35 years, KBC has been holistically harnessing people, processes and technology to deliver competitive advantage in the energy and chemicals industries.
E2V Technologies Plc (LON:E2V) partner with our customers to improve, save and protect people’s lives. Their innovations lead developments in communications, automation, discovery, healthcare and the environment. RF Power solutions for: defence electronic countermeasures, radiotherapy cancer treatment machines, radar systems, satellite communications amplifiers, industrial heating, cargo screening, ProWave® industrial processing systems, missile control safety and arming devices, and digital television transmitters. Imaging solutions including CCD and CMOS sensors and cameras, for space and earth observation imaging, science and life science imaging, machine vision, ophthalmology and dental x-ray systems. Semiconductor solutions for aerospace and defence programmes requiring: lifecycle management, hi-rel microprocessors, high speed data converters, high reliability ICs with lifetime continuity of supply, assembly and test services and MRAMs.
Anglo Pacific Group Plc (LON:APF) aims to develop as a leading international diversified royalty company with a portfolio centred on base metals and bulk materials. Anglo Pacific is the only listed company on the London Stock Exchange focused on royalties connected with the mining of natural resources. Its strategy is to build a diversified portfolio of royalties and metal streams, focusing on accelerating income growth through acquiring royalties in cash or near-term cash producing assets. It is an objective of the Company to pay a substantial portion of these royalties and metal streams to shareholders as dividends.
Central Asia Metals ltd (LON:CAML) are based in London and own 100% of the Kounrad solvent extraction and electrowinning (SX-EW) copper facility in Kazakhstan, as well as a 75% interest in Copper Bay Ltd, a private company conducting a definitive feasibility study of the Copper Bay project in northern Chile.
IQE Plc (LON:IQE) has been at the forefront of the compound semiconductor industry for more than twenty-five years. The Group is clearly recognised as the leading global supplier of advanced wafer products and wafer services to the semiconductor industry and has grown from a single manufacturing operation into a world class platform with a global footprint spanning Europe, Asia and the USA.
DFS Furniture Plc (LON:DFS) have almost 50 years of experience in designing, manufacturing, selling, delivering and installing an extensive range of sofas and other upholstered and general furniture products. Their products are complemented by our market-leading interest-free credit offer, British Standards accreditation, long-term guarantees and comprehensive after-sales service.