AXA Global Short Duration Bond Fund S GBP AccRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.8 | 4.8 | 3.1 | 0.9 | -4.6 |
![]() | +/-Cat | -0.9 | 1.7 | -1.4 | 3.0 | -2.2 |
![]() | +/-B’mrk | -5.8 | 2.0 | -2.8 | 4.8 | -0.6 |
Category: Global Flexible Bond | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 06/07/2022 | GBX 104.30 | |
Day Change | 0.00% | |
Morningstar Category™ | Global Flexible Bond | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00BDFZQX53 | |
Fund Size (Mil) 31/05/2022 | GBP 178.77 | |
Share Class Size (Mil) 05/07/2022 | GBP 0.84 | |
Max Initial Charge | - | |
Ongoing Charge 18/02/2022 | 0.23% |
Investment Objective: AXA Global Short Duration Bond Fund S GBP Acc |
The aim of this Fund is to generate an income return combined with any capital growth. The Fund invests predominantly in bonds (including index-linked bonds) with a bias towards shorter maturities (less than five years) and money market instruments, issued by governments and companies diversified globally (including emerging markets), with the aim of reducing the effect of fluctuations in interest rates and market volatility while generating an income return. The Fund may invest up to 60% of its Net Asset Value in ‘sub-investment grade’ bonds. The ACD seeks to reduce the effect of credit risk through diversification and its analysis and selection of bonds and money market instruments. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Nicolas Trindade 17/05/2017 | ||
Nick Hayes 17/05/2017 | ||
Inception Date 17/05/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
SONIA Compounded PR GBP | Bloomberg Global Aggregate TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA Global Short Duration Bond Fund S GBP Acc | 31/03/2022 |
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