Fact sheet: AXA WF GlbInflShrtDrtnBd

Fund information

Fund name
AXA World Funds Global Inflation Short Duration Bonds F Cap USD
Fund company manager
AXA Investment Managers
Fund type
SIB
Fund manager
Marion Le Morhedec
since 16/02/2016
Fund objective
The Sub-Fund's investment objective is to seek performance by investing mainly in short duration inflation-linked bonds issued in OECD countries, over a medium term period.
Benchmark
Bloomberg Barclays World Govt Inflation-Linked 1-5 Yrs
Investment style
None
Investment method
Fixed Interest

Performance snapshot

Quick stats

1 Year return

1.48 %

1 Year rank in sector

168/306

Sector

FO Fixed Int - Global

Yield
-
Fund size

£ 1.4 b

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • US Fixed Interest
    72.4%
  • Italian Fixed Interest
    11.58%
  • French Fixed Interest
    4.72%
  • Australian Fixed Interest
    3.24%
  • Money Market
    2.27%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.27 %0.72 %1.52 %0 %0 %
Sector0.04 %2.54 %2.38 %6.25 %9.76 %
Rank within sector146 / 343253 / 331168 / 306 / /
Quartile th2 nd4 th3 rd th th

Calendar performance

YTD-20172016201520142013
Fund0.88 %0 %0 %0 %0 %
Sector3.37 %4.59 %-1.64 %3.66 %-1.56 %
Rank within sector237 / 318 / / / /
Quartile th3 rd th th th th

Price movement

52 week high103.8
52 week low101.95
Current bid price0
Current offer price0
Current mid price103.57

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 72.4% US Fixed Interest
  • 11.58% Italian Fixed Interest
  • 4.72% French Fixed Interest
  • 3.24% Australian Fixed Interest
  • 2.27% Money Market
  • 2.17% UK Fixed Interest
  • 2.1% Spanish Fixed Interest
  • 1.37% Canadian Fixed Interest
  • 0.1% Swedish Fixed Interest
  • 0.05% German Fixed Interest

Individual holdings

-