AXA World Funds - Global High Yield Bonds A Distribution Monthly st USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.0 | 4.2 | 1.5 | 5.2 | 2.7 | |
+/-Cat | -0.9 | 0.8 | 1.7 | 0.0 | 0.3 | |
+/-B’mrk | -3.7 | 0.2 | 3.1 | -2.7 | 0.8 | |
Category: Global High Yield Bond | ||||||
Category Benchmark: Morningstar Gbl HY Bd GR USD |
Key Stats | ||
NAV 14/05/2024 | USD 80.81 | |
Day Change | -0.21% | |
Morningstar Category™ | Global High Yield Bond | |
ISIN | LU1105448390 | |
Fund Size (Mil) 14/05/2024 | USD 1061.99 | |
Share Class Size (Mil) 14/05/2024 | USD 5.22 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 28/02/2023 | 1.49% |
Morningstar Research |
Analyst Report | 17/10/2023 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
AXA WF Global High Yield Bond offers investors exposure to a differentiated and historically well-executed approach to high-yield investing. The Morningstar Analyst Rating for the strategy’s clean share class (F Cap USD) remains at Neutral. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: AXA World Funds - Global High Yield Bonds A Distribution Monthly st USD |
To seek high income, in USD, from an actively managed bond portfolio. Capital growth is a secondary objective. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Robert Houle 13/08/2021 | ||
Michael Graham 13/08/2021 | ||
Click here to see others | ||
Inception Date 16/01/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA Dv Mkts HY Constnd TR USD | Morningstar Gbl HY Bd GR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global High Yield Bonds A Distribution Monthly st USD | 30/04/2024 |
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