Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

AXA Sterling Long Corporate Bond Z Acc Net

Ranked 5 out of 106 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

Managed by

Nicolas Trindade

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 : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.9% -7.1%
2014 18.1% 2.4% 3.5% 4.3% 6.9%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/09/2004
  • Share Class size04Mn
  • 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).