AXA World Funds - US High Yield Bonds M Capitalisation USDRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.4 | 5.8 | 2.4 | 6.6 | 3.7 | |
+/-Cat | 2.6 | 0.8 | 2.2 | 1.5 | 1.4 | |
+/-B’mrk | 0.6 | -0.4 | 2.2 | -0.5 | 0.6 | |
Category: USD High Yield Bond | ||||||
Category Benchmark: Morningstar US HY Bd TR USD |
Key Stats | ||
NAV 16/09/2024 | USD 163.83 | |
Day Change | -0.20% | |
Morningstar Category™ | USD High Yield Bond | |
ISIN | LU0295689367 | |
Fund Size (Mil) 16/09/2024 | USD 2272.44 | |
Share Class Size (Mil) 16/09/2024 | USD 67.50 | |
Max Initial Charge | - | |
Ongoing Charge 11/07/2022 | 0.15% |
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 M Capitalisation 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 29/11/2006 | ||
Robert Houle 13/08/2021 | ||
Inception Date 24/07/2013 |
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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 M Capitalisation USD | 31/08/2024 |
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