AXA IM Fixed Income Investment Strategies - Europe Short Duration High Yield Z Capitalisation EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.1 | -4.4 | 1.1 | 5.1 | -0.5 | |
+/-Cat | -1.8 | -0.7 | 6.3 | -2.6 | -0.2 | |
+/-B’mrk | -3.1 | -1.3 | 6.8 | -4.7 | -0.3 | |
Category: EUR High Yield Bond | ||||||
Category Benchmark: Morningstar EZN HY Bd GR EUR |
Key Stats | ||
NAV 13/05/2024 | EUR 117.83 | |
Day Change | -0.05% | |
Morningstar Category™ | EUR High Yield Bond | |
ISIN | LU0997545594 | |
Fund Size (Mil) 13/05/2024 | EUR 1245.36 | |
Share Class Size (Mil) 13/05/2024 | EUR 46.91 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 25/07/2022 | 0.95% |
Investment Objective: AXA IM Fixed Income Investment Strategies - Europe Short Duration High Yield Z Capitalisation EUR |
The Sub-Fund is actively managed without reference to any benchmark and seeks to generate income by investing in high yield debt securities (sub-investment grade corporate bonds) denominated in European currencies while seeking to avoid the risk of defaults. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Yves Berger 02/09/2021 | ||
Chris Ellis 04/01/2022 | ||
Inception Date 20/05/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EZN HY Bd GR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA IM Fixed Income Investment Strategies - Europe Short Duration High Yield Z Capitalisation EUR | 31/03/2024 |
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