Fact sheet: AXA WFUSDynHiYdBds

Fund information

Fund name
AXA World Funds US Dynamic High Yield Bonds F Cap USD
Fund company manager
AXA Investment Managers
Fund type
SIB
Fund manager(s)
Carl Whitbeck
since 15/01/2014
Michael Mccartan
since 15/01/2014
Fund objective
-
Benchmark
-
Investment style
Active,High Yield
Investment method
Fixed Interest

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

10.53 %

1 Year rank in sector

-

Sector

FO Fixed Int - USD High Yield

Yield
-
Fund size

£ 215.9 m

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

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.71 %4.03 %10.53 %25.5 %0 %
Sector0.47 %1.59 %4.04 %14.85 %21.06 %
Rank within sector1 / 622 / 58 / / /
Quartile th1 st1 st th th th

Calendar performance

YTD-20182017201620152014
Fund1.15 %0 %0 %0 %0 %
Sector0.41 %4.49 %12.74 %-3.11 %0.67 %
Rank within sector1 / 61 / / / /
Quartile th1 st th th th th

Risk statistics

Alpha0.41
Beta1.52
Sharpe0.51
Volatility7.33
Tracking error3.4
Information ratio0.77
R-Squared0.89

Price movement

52 week high109.66
52 week low100
Current bid price0
Current offer price0
Current mid price109.63

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-