AXA World Funds - US High Yield Bonds BR Distribution USD (Hedged)Register to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -19.3 | 1.4 | 17.2 | 21.5 | -9.4 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/09/2024 | USD 109.49 | |
Day Change | 0.57% | |
Morningstar Category™ | Other Bond | |
ISIN | LU2057845781 | |
Fund Size (Mil) 16/09/2024 | USD 2272.44 | |
Share Class Size (Mil) 16/09/2024 | USD 12.39 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 31/12/2023 | 0.68% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
AXAWF US High Yield Bonds benefits from a well-designed process that has delivered convincing results under varied market conditions. However, the sudden death of Carl Whitbeck, head of global high yield, in July 2021 means the remaining team is... | |
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 BR Distribution USD (Hedged) |
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 23/12/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA US High Yield TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AXA World Funds - US High Yield Bonds BR Distribution USD (Hedged) | 31/08/2024 |
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