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

3.2 %

1 Year rank in sector

7/56

Sector

FO Fixed Int - USD High Yield

Yield
-
Fund size

£ 200.4 m

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

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.05 %-0.09 %3.2 %23.89 %0 %
Sector-0.02 %-0.22 %0.95 %11.61 %18.45 %
Rank within sector38 / 6427 / 617 / 56 / /
Quartile th3 rd2 nd1 st th th

Calendar performance

YTD-20182017201620152014
Fund0.83 %0 %0 %0 %0 %
Sector0.08 %4.49 %12.74 %-3.11 %0.67 %
Rank within sector16 / 60 / / / /
Quartile th2 nd th th th th

Risk statistics

Alpha1.44
Beta1.51
Sharpe0.48
Volatility7.02
Tracking error3.32
Information ratio0.95
R-Squared0.87

Price movement

52 week high109.95
52 week low105.23
Current bid price0
Current offer price0
Current mid price108.88

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-