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

13.11 %

1 Year rank in sector

-

Sector

FO Fixed Int - USD High Yield

Yield
-
Fund size

£ 182.2 m

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

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-1.01 %1.1 %13.11 %18.29 %0 %
Sector-0.86 %0.64 %6.36 %10.76 %24.67 %
Rank within sector36 / 5925 / 58 / / /
Quartile th3 rd2 nd th th th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %0 %0 %0 %
Sector3.53 %12.74 %-3.11 %0.67 %6.23 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha0.73
Beta1.48
Sharpe0.37
Volatility7.43
Tracking error3.38
Information ratio0.71
R-Squared0.89

Price movement

52 week high107.56
52 week low100
Current bid price0
Current offer price0
Current mid price106.23

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-