AXA World Funds - Global Inflation Short Duration Bonds A Capitalisation USDRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 0.6 | 5.6 | 10.8 | -1.9 | 0.5 | |
+/-Cat | -6.4 | 3.5 | 15.3 | -1.5 | 2.0 | |
+/-B’mrk | -8.5 | 1.9 | 24.1 | -1.5 | 2.5 | |
Category: Global Inflation-Linked Bond | ||||||
Category Benchmark: Morningstar Gbl Trsy Inf-Ln... |
Key Stats | ||
NAV 28/03/2024 | USD 120.12 | |
Day Change | -0.10% | |
Morningstar Category™ | Global Inflation-Linked Bond | |
ISIN | LU1353950568 | |
Fund Size (Mil) 28/03/2024 | USD 1117.39 | |
Share Class Size (Mil) 28/03/2024 | USD 39.37 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/12/2023 | 0.73% |
Investment Objective: AXA World Funds - Global Inflation Short Duration Bonds A Capitalisation USD |
To seek performance of your investment, in USD, from an actively managed inflation-linked bond portfolio. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Elida Rhenals 15/09/2023 | ||
Ana Ovalvaro 15/09/2023 | ||
Inception Date 16/02/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Wld Govt IL 1-5Y TR Hdg USD | Morningstar Gbl Trsy Inf-Lnkd GR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - Global Inflation Short Duration Bonds A Capitalisation USD | 30/11/2023 |
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