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AXA WF Global Income Generation I C EUR

Ranked 11 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Etherington

San Francisco-born Andrew Etherington is a senior portfolio manager at Axa Investment Management based in Paris. He manages the Axa WF Global Flex 50 Fund, a multi asset fund with an aggressive investment style, the Axa Global Assets Neutral Fund, a balanced multi asset portfolio and he recently took over the management of the Global Generation Income fund which focuses on generating income as well as capital growth. Andrew joined the firm in 2012 from IXIS – Natixis AM where he was also a senior portfolio manager. With over 25 years' experience in the financial industry, he graduated from Bristol University with a degree in modern history.

Objective

The objective of the Sub- fund is to provide regular income and to achieve medium term capital growth measured in Euro by investing in a diversified portfolio of broad asset classes. The fund will seek to achieve its objectives accepting some volatility of returns by investing mainly in a broad set of world market bonds (including high-income generating bonds, either unrated, rated below or above investment grade), equities (including high dividend equities through fundamental approach and/or the use of a proprietary quantitative process) issued by companies which are domiciled or listed in the OECD or non-OECD countries, Money Market Instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.2%
2018 -4.2% -4.2% 2.0% 1.8% -3.7%
2017 7.5% 2.6% 2.4% 0.7% 1.7%
2016 22.4% 8.1% 8.8% 6.8% -2.5%
2015 -3.3% 0.1% -5.1% -1.0% 2.8%
2014 2.0% 1.2% 0.5% -1.2% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date25/10/2013
  • Share Class size11Mn
  • Base currencyEUR
  • ISIN LU0960402450

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment1Mn

Charges

  • 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).