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AXA US Short Duration High Yield Bond Z Acc Net

Ranked 4 out of 9 in - US Dollar Short Term over 12 months
All calculations are in GBP unless stated

Managed by

Carl Whitbeck

Objective

The aim of this Fund is to provide high yields returns. The Fund aims to deliver a high level of income by investing generally in sub-investment grade, corporate debt securities, with a bias towards shorter maturities, issued by companies with their predominant place of business in the US. The Fund may also invest 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.

Showing fund performance in United Kingdom View performance globally

Performance

US Dollar Short Term over : 30/06/2015 - 30/06/2016
  • Rank 4/9 Total Return
  • Rank 8/9 Standard Deviation
  • Rank 9/9 Max Drawdown
Fund Name Currency Return
2 Dimensional Gbl Srt-Trm Inv Gde Fixed Inc GBP Acc GBP

3.2%

3 PIMCO GIS Low Average Duration Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

4 AXA US Short Duration High Yield Bond Z Acc Net GBP

1.3%

5 Muzinich Short Duration High Yield Hdg GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.1%

6 Janus US Short-Term Bond Fund I GBP Inc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

0.9%

Fund Name Currency Risk
5 Dimensional Gbl Srt-Trm Inv Gde Fixed Inc GBP Acc GBP

1.3

6 UBS (Lux) Bond S - Short Duration HY(USD)(GBPh) Qd

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

7 Muzinich Short Duration High Yield Hdg GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

8 AXA US Short Duration High Yield Bond Z Acc Net GBP

3.6

9 Lord Abbett Short Duration Income GBP I Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

10.4

Fund Name Currency Loss
5 Janus US Short-Term Bond Fund I GBP Inc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

6 UBS (Lux) Bond S - Short Duration HY(USD)(GBPh) Qd

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

7 Muzinich Short Duration High Yield Hdg GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

8 Lord Abbett Short Duration Income GBP I Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

9 AXA US Short Duration High Yield Bond Z Acc Net GBP

-2.9%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.4% 1.7%
2015 0.7% 2.0% 0.5% -1.5% -0.3%
2014 1.2% 1.4% 0.6% -1.0% 0.3%
2013 5.1% 1.8% -1.2% 3.0% 1.5%
2012 7.4% 3.0% 0.8% 2.3% 1.2%
2011 4.3% 2.7% 0.1% -1.9% 3.5%
2010 3.1% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/2010
  • Share Class size32Mn
  • Base currencyGBP
  • ISIN GB00B596YF60

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5

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