Fact sheet: AXA WFUSCrdtShDurIG

Fund information

Fund name
AXA World Funds US Credit Short Duration IG F Cap USD
Fund company manager
AXA Investment Managers
Fund type
SIB
Fund manager(s)
Frank Olszewski
since 19/08/2016
David Fourgoux
since 19/08/2016
Fund objective
-
Benchmark
-
Investment style
None
Investment method
Fixed Interest

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

1.81 %

1 Year rank in sector

3/19

Sector

FO Fixed Int - USD Short/ Medium Maturity

Yield
-
Fund size

£ 215.9 m

FE Risk score

87

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.14 %1.17 %1.81 %4.32 %0 %
Sector0.1 %0.63 %1.21 %4.26 %6.17 %
Rank within sector4 / 222 / 213 / 194 / 17 /
Quartile th1 st1 st1 st1 st th

Calendar performance

YTD-20172016201520142013
Fund2.01 %2.55 %0.3 %1.03 %0 %
Sector1.46 %3.15 %-0.08 %0.37 %0.86 %
Rank within sector3 / 213 / 185 / 177 / 16 /
Quartile th1 st1 st2 nd2 nd th

Risk statistics

Alpha0.29
Beta0.77
Sharpe-0
Volatility0.96
Tracking error0.47
Information ratio-0.11
R-Squared0.84

Price movement

52 week high107.24
52 week low104.72
Current bid price0
Current offer price0
Current mid price107.17

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-