AXA World Funds - US High Yield Bonds A Distribution USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.0 | 4.4 | 1.1 | 5.2 | 2.4 | |
+/-Cat | 1.3 | -0.6 | 0.9 | 0.2 | 0.2 | |
+/-B’mrk | -0.7 | -1.8 | 0.9 | -1.9 | 0.1 | |
Category: USD High Yield Bond | ||||||
Category Benchmark: Morningstar US HY Bd TR USD |
Key Stats | ||
NAV 30/04/2024 | USD 81.37 | |
Day Change | 0.03% | |
Morningstar Category™ | USD High Yield Bond | |
ISIN | LU0964941495 | |
Fund Size (Mil) 02/05/2024 | USD 1950.40 | |
Share Class Size (Mil) 02/05/2024 | USD 6.47 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/12/2023 | 1.44% |
Morningstar Research |
Analyst Report | 18/10/2023 Mara Dobrescu, Director Morningstar, Inc |
AXA WF US High Yield Bond’s main advantage is its differentiated and historically well-executed credit barbell approach. However, its team has gone through many changes and still needs to settle in its current format before we can rebuild a... | |
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 - US High Yield Bonds A Distribution USD |
To seek high income and long-term growth of your investment, in USD, from an actively managed bond portfolio. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Michael Graham 13/08/2021 | ||
Robert Houle 13/08/2021 | ||
Inception Date 03/03/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA US High Yield TR USD | Morningstar US HY Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - US High Yield Bonds A Distribution USD | 31/03/2024 |
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