AXA Sterling Credit Short Duration Bond Fund Z GBP Inc

 (MUTF_GB:AXA_STER_CRDT_SFW09V)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.10%  
1 week
   
-0.10%  
4 week   +0.00%  
3 month   +0.50%
   
YTD   +1.74%
   
1 year   +2.26%
   
3 years*   +3.71%
   
5 years*   -  
*annualized
Best 3 month return+2.86%  
Worst 3 month return-0.61%  

Morningstar statistics

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

Key statistics

Total assets169.63M 
Front load0.00%  
Deferred load-  
Expense ratio-  
Management fee0.40%  
Fund familyAXA Investment Managers UK Ltd. 

Asset allocation

Cash15.84%  
Stocks0.00%  
Bonds83.68%  
Other0.49%  

Purchase information

Initial�100,000  
Additional�5,000  
1.030.00(-0.10%)
Sep 19, 4:00PM GMT+1 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.
Coeur Defense, Tour B
0 1 44 45 70 00 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.03 0.77     -     -
Beta* 0.21 0.26     -     -
Mean annual return 0.20 0.30     -     -
R-squared* 86.12 74.63     -     -
Standard deviation 0.96 1.80     -     -
Sharpe ratio 1.92 1.70     -     -
* Against standard index

Top 10 holdings