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AXA Sterling Long Gilt

Ranked 6 out of 38 in - UK Gilt over 12 months
All calculations are in GBP

Managed by

John Madziyire

Objective

The aim of this Fund is to generate returns by investing generally in the UK Gilt market, with a 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 applicable Financial Services Authority rules.

Performance

UK Gilt over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.3% 3.1% 6.0%
2013 -6.7% 0.4% -5.6% 0.5% -2.0%
2012 2.6% -4.2% 6.1% 1.4% -0.5%
2011 25.7% -1.3% 2.4% 12.7% 10.4%
2010 8.5% 0.0% 6.6% 5.7% -3.7%
2009 -3.8% -3.4% -1.5% 5.3% -4.0%
2008 12.8% -0.3% -3.7% 4.1% 12.8%
2007 2.0% -2.7% -5.1% 4.5% 5.7%
2006 -0.7% -1.2% -3.0% 5.4% -1.6%
2005 11.1% -0.5% 6.4% 0.9% 4.0%
2004 2.8%

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 GB00B02Y6K13

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management0.3%
  • Initial investment0

Related News

Yield collapse forces closure of AXA gilt fund

AXA Investment Managers has shut its Sterling Gilt fund, attributing the decision to the plummeting yields available from UK sovereign debt.

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