AXA Sterling Strategic Bond Fund Z (G) AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.7 | 8.5 | -4.5 | -24.1 | 1.5 | |
+/-Cat | -0.3 | 3.6 | -4.5 | -12.5 | - | |
+/-B’mrk | -0.1 | 0.1 | 0.3 | -0.7 | - | |
Category: GBP Flexible Bond | ||||||
Category Benchmark: Morningstar UK Core Bd GR GBP |
Key Stats | ||
NAV 27/04/2023 | GBX 140.70 | |
Day Change | 0.07% | |
Morningstar Category™ | GBP Flexible Bond | |
IA (formerly IMA) Sector | - | |
ISIN | GB00B02Y6L20 | |
Fund Size (Mil) 31/03/2023 | GBP 30.57 | |
Share Class Size (Mil) 27/04/2023 | GBP 5.05 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.52% |
Investment Objective: AXA Sterling Strategic Bond Fund Z (G) Accumulation |
The aim of this Fund is to generate an income return combined with capital growth over the long term. The Fund invests primarily in sterling-denominated, investment grade bonds issued by companies and governments. The ACD seeks to reduce the effect of credit risk through its analysis and selection of bonds (with a particular emphasis on industry and issuer) and also positions the Fund to take advantage of the ACD’s expectation of interest rate movements. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Phil Roantree 30/11/2016 | ||
Nicolas Trindade 24/09/2004 | ||
Inception Date 24/09/2004 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA Sterling Brd Mkt TR GBP | Morningstar UK Core Bd GR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for AXA Sterling Strategic Bond Fund Z (G) Accumulation | 31/03/2024 |
|
|