AXA Sterling Credit Short Duration Bond R Gross Acc

 (MUTF_GB:AXA_STER_CRDT_1S4J4R9)   Watch this mutual fund  
Find more results for MUTF_GB:AXA_STER_CRDT_1S4J4R9

Performance

Trailing returns

1 day
   
-0.18%  
1 week   +0.09%
   
4 week   +0.09%
   
3 month   +0.72%
   
YTD   +2.27%
   
1 year   +1.99%
   
3 years*   +3.46%
   
5 years*   -  
*annualized
Best 3 month return+2.67%  
Worst 3 month return-0.79%  

Morningstar statistics

Morningstar category: GBP Corporate Bond
  Return Risk Rating
3 years Low Low
5 years     -     - -
10 years     -     - -
Overall Low Low

Key statistics

Total assets205.97M 
Front load4.00%  
Deferred load-  
Expense ratio-  
Management fee0.85%  
Fund familyAXA Investment Managers UK Ltd. 

Asset allocation

Cash13.99%  
Stocks0.00%  
Bonds85.94%  
Other0.07%  

Purchase information

Initial�1,000  
Additional�500  
AIP Initial�1,000  
AIP Additional�50  
1.130.00(0.18%)
Dec 16, 4:00PM GMT Overall Morningstar RatingTM

Description

The aim of this Fund is to generate returns by gaining exposure generally to the sterling denominated investment grade bond market with a bias towards shorter maturities. The Fund may also invest at the Investment Manager�s discretion in transferable securities, derivatives, cash, deposits, units in collective investment schemes and money market instruments. Use may be made of stocklending, borrowing, cash holding and hedging techniques permitted in applicable Financial Services Authority rules
Asset manager:
Not Disclosed (Started: Jun 26, 2013)
Advisor Company:
AXA Investment Managers UK Ltd.
C�ur D�fense Tour B, La D�fense 4, 100, Esplanade du G�n�ral de Gaulle

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.06 1.00     -     -
Beta* 0.18 0.22     -     -
Mean annual return 0.18 0.30     -     -
R-squared* 78.77 72.79     -     -
Standard deviation 0.83 1.46     -     -
Sharpe ratio 1.99 2.13     -     -
* Against standard index

Top 10 holdings