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AXA Sterling Long Corporate Bond Z Acc Net

Ranked 16 out of 109 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

Managed by

Ian Bates

Objective

The aim of this Fund is to generate returns by  gaining exposure generally to the sterling denominated corporate bond market, with bias towards longer 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 holdings, hedging and other investment techniques permitted in the applicable Financial Services Authority rules.

Performance

Sterling Corporate Bond over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 7.2% 2.4% 3.5% 1.1%
2013 -0.3% 1.2% -4.0% 2.9% -0.2%
2012 14.1% 1.5% 3.3% 6.9% 1.8%
2011 11.0% 0.7% 1.3% 4.5% 4.1%
2010 9.4% 3.7% 2.7% 7.4% -4.4%
2009 13.0% -5.3% 7.6% 11.6% -0.6%
2008 -14.1% -7.6% 0.1% -5.2% -2.0%
2007 -3.8% -1.7% -4.1% 0.2% 1.9%
2006 -0.1% -0.8% -2.4% 4.1% -0.8%
2005 11.0% 0.1% 5.6% 1.2% 3.8%
2004 3.4% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/09/2004
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B02Y6H83

Purchase Info

  • Min. initial investment10Mn
  • Min. additional investment0

Charges

  • Annual management0.3%
  • Initial investment0

Related News

Neuberger Berman nabs AXA man for European HY bond launch

Ian Bates has quit AXA Investment Managers to join Neuberger Berman, which is to launch a European high-yield bond fund for him.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).