AXA World Funds - US High Yield Bonds ZF Capitalisation USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 5.2 | 1.8 | 6.0 | 4.0 |
![]() | +/-Cat | - | 0.2 | 1.6 | 0.9 | 0.9 |
![]() | +/-B’mrk | - | -1.0 | 1.7 | -1.1 | 0.1 |
Category: USD High Yield Bond | ||||||
Category Benchmark: Morningstar US HY Bd TR USD |
Key Stats | ||
NAV 14/08/2024 | USD 116.19 | |
Day Change | -0.03% | |
Morningstar Category™ | USD High Yield Bond | |
ISIN | LU1670746186 | |
Fund Size (Mil) 14/08/2024 | USD 2141.82 | |
Share Class Size (Mil) 14/08/2024 | USD 1.81 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 31/12/2023 | 0.72% |
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 ZF 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 16/09/2020 |
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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 ZF Capitalisation USD | 31/07/2024 |
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