AXA Sterling Buy and Maintain Credit Z Acc Gross

Ranked 20 out of 113 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Lionel Pernias

Objective

The aim of the Fund is to provide an income and capital return in line with the market for sterling denominated, investment grade bonds issued by companies over the long-term while maintaining a low turnover of bonds held by the Fund. The market is represented by the ICE BofAML Sterling Non-Gilt Index for long-term performance purposes. The Fund invests at least 70% of its value in sterling denominated, investment grade bonds issued by companies and may also invest up to 20% of its value in non-sterling denominated, investment grade bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.9%
2018 -1.6% -1.5% 0.1% -0.5% 0.2%
2017 4.1% 2.2% 0.1% -0.1% 2.0%
2016 11.5% 3.2% 4.4% 6.7% -3.0%
2015 0.4% 2.9% -3.8% 0.8% 0.6%
2014 11.6% 2.6% 1.4% 2.7% 4.6%
2013 -0.1% 1.5% -2.8% 1.4% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/10/2012
  • Share Class size89Mn
  • Base currencyGBP
  • ISIN GB00B7VXY261

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.13%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).