AXA World Funds - Global High Yield Bonds A Capitalisation EUR (Hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.1 | -3.9 | -6.9 | 6.4 | -1.2 | |
+/-Cat | -0.3 | -0.5 | -0.1 | -0.3 | -0.6 | |
+/-B’mrk | -2.5 | -1.6 | 0.8 | -2.2 | -0.1 | |
Category: Global High Yield Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl HY Bd GR Hd... |
Key Stats | ||
NAV 14/05/2024 | EUR 91.42 | |
Day Change | -0.01% | |
Morningstar Category™ | Global High Yield Bond - EUR Hedged | |
ISIN | LU0125750504 | |
Fund Size (Mil) 14/05/2024 | USD 1061.99 | |
Share Class Size (Mil) 14/05/2024 | EUR 81.51 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 28/02/2023 | 1.52% |
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 | |
---|---|
People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: AXA World Funds - Global High Yield Bonds A Capitalisation EUR (Hedged) |
To seek high income, in USD, from an actively managed bond portfolio. Capital growth is a secondary objective. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Robert Houle 13/08/2021 | ||
Michael Graham 13/08/2021 | ||
Click here to see others | ||
Inception Date 12/03/2001 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA Dv Mkts HY Constnd TR USD | Morningstar Gbl HY Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for AXA World Funds - Global High Yield Bonds A Capitalisation EUR (Hedged) | 30/04/2024 |
|
|