AXA Sterling Strategic Bond R Gross AccRegister to Unlock Ratings |
Performance History | 30/04/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.9 | 7.6 | -5.3 | -24.6 | 1.3 | |
+/-Cat | -1.1 | 2.7 | -5.2 | -13.0 | - | |
+/-B’mrk | -0.9 | -0.7 | -0.4 | -1.2 | - | |
Category: GBP Flexible Bond | ||||||
Category Benchmark: Morningstar UK Core Bd GR GBP |
Key Stats | ||
NAV 27/04/2023 | GBX 111.90 | |
Day Change | 0.09% | |
Morningstar Category™ | GBP Flexible Bond | |
IA (formerly IMA) Sector | - | |
ISIN | GB00B0T9VH18 | |
Fund Size (Mil) 31/03/2023 | GBP 30.57 | |
Share Class Size (Mil) 27/04/2023 | GBP 0.25 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 1.27% |
Investment Objective: AXA Sterling Strategic Bond R Gross Acc |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Phil Roantree 30/11/2016 | ||
Nicolas Trindade 24/09/2004 | ||
Inception Date 09/12/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA Sterling Brd Mkt TR GBP | Morningstar UK Core Bd GR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Sterling Strategic Bond R Gross Acc | 29/02/2024 |
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