AXA World Funds - US High Yield Bonds BL Distribution Monthly fl USDRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 4.1 | 1.1 | |
+/-Cat | - | - | - | -0.9 | -0.4 | |
+/-B’mrk | - | - | - | -2.9 | -1.6 | |
Category: USD High Yield Bond | ||||||
Category Benchmark: Morningstar US HY Bd TR USD |
Key Stats | ||
NAV 17/10/2024 | USD 89.11 | |
Day Change | -0.01% | |
Morningstar Category™ | USD High Yield Bond | |
ISIN | LU2438620515 | |
Fund Size (Mil) 17/10/2024 | USD 2288.85 | |
Share Class Size (Mil) 17/10/2024 | USD 62.49 | |
Max Initial Charge | - | |
Ongoing Charge 30/06/2024 | 2.47% |
Morningstar Research |
Analyst Report | 16/10/2024 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 BL Distribution Monthly fl 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 29/03/2022 |
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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 BL Distribution Monthly fl USD | 30/09/2024 |
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