Shift away from consumers delivers

A bottom-up approach with a thematic safety net has kept Gleeson's fund top over five years in the IMA Technology and Telecoms sector

Ranked first out of nine vehicles in the IMA Technology and Telecoms sector over five years to 19 October, Jeremy Gleeson’s £57.2m AXA Framlington Global Technology fund is up 66.5% against an average increase of 41.3% according to Morningstar Over three years the fund is again ranked first, up 26.3% against an average 14.5% increase and on a one-year view the fund has also achieved top ranking, up 63.5% compared to the average 47.8% increase. Originally launched in May 1999, Gleeson has managed the fund since July 2007. What is your investment strategy? It is a bottom-up stoc...