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AXA Sterling Credit Short Duration Bd

Ranked 112 out of 114 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Nicolas Trindade

Nicolas Trindade, CFA joined AXA Investment Management in July 2006. He is currently a senior portfolio manager with the Sterling Credit team and leads the Sterling Credit Alpha Group. Nicolas holds an MSc in Diplomacy and International Strategy from the London School of Economics and Political Science and a Master’s degree in IT Engineering from Telecom SudParis.

Objective

The Fund invests primarily in a diversified portfolio of investment grade bonds issued by companies where the period for full repayment of the bond by the company is expected to be less than 5 years with the aim of reducing the effect of fluctuations in interest rates. The fund manager seeks to reduce the effect of credit risk through diversification and its analysis and selection of bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.0%
2018 -0.9% -0.6% 0.3% -0.2% -0.3%
2017 0.8% 0.3% 0.0% 0.0% 0.4%
2016 3.4% 1.1% 0.8% 1.5% 0.0%
2015 0.1% 0.7% -0.5% -0.4% 0.4%
2014 2.5% 0.6% 0.5% 0.5% 0.9%
2013 1.4% 1.0% -0.6% 0.6% 0.3%
2012 6.4% 2.3% 0.6% 2.3% 1.1%
2011 2.2% 0.6% 1.3% -0.9% 1.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
GBP Cash 5.13%
Enel SpA 6.250% 20-Jun-2019 1.31%
ESB Finance 6.500% 05-Mar-2020 1.25%
G4S PLC 7.750% 13-May-2019 1.25%
Autostrade lital 6.250% 09-Jun-2022 1.24%
Fidelity National Information Services Inc 1.700% 30-Jun-2022 1.23%
Deutsche Telekom International Finance BV 6.500% 08-Apr-2022 1.11%
Great Rolling 6.250% 27-Jul-2020 1.04%
BAE Systems PLC 4.125% 08-Jun-2022 1.02%
Aareal Bank AG 1.500% 16-Jun-2022 1.00%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/11/2010
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN GB00B5LY8D49

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.85%
  • 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).