AXA Sterling Credit Short Duration Bond Fund Z GBP Acc

 (MUTF_GB:AXA_STER_CRDT_81WC29)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.17%
   
4 week   +0.95%
   
3 month   +1.57%
   
YTD   +3.11%
   
1 year   +3.02%
   
3 years*   +2.28%
   
5 years*   +3.01%
   
*annualized
Best 3 month return+2.74%  
Worst 3 month return-0.63%  

Morningstar statistics

Morningstar category: GBP Corporate Bond

Key statistics

Total assets433.39M 
Front load0.00%  
Deferred load-  
Expense ratio-  
Management fee0.40%  
Fund familyAXA Investment Managers UK Ltd 

Asset allocation

Cash15.89%  
Stocks0.00%  
Bonds84.11%  
Other0.00%  

Purchase information

Initial�100,000  
Additional�5,000  
1.160.00(0.00%)
Jul 29, 1:00AM GMT+1

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 Conduct Authority rules.
Asset managers:
Nicolas Trindade (Started: Nov 12, 2010)
Phil Roantree (Started: Sep 1, 2014)
Advisor Company:
AXA Investment Managers UK Ltd
Cœur 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* -0.05 0.55 0.79     -
Beta* 0.18 0.15 0.21     -
Mean annual return 0.18 0.18 0.25     -
R-squared* 52.84 62.95 66.29     -
Standard deviation 1.20 1.10 1.63     -
Sharpe ratio 1.34 1.51 1.48     -
* Against standard index

Top 10 holdings