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AXA B Fund Bonds Eurozone

Ranked 27 out of 33 in - EuroZone over 12 months
All calculations are in EUR unless stated

Managed by

Johann Ple

Objective

The objective of this sub-fund is to invest in most cases in products with fixed-income in Euro or in currencies which are part of the Euro. In a lesser measure the sub-fund will be able to invest in products with fixed-income in European currencies with which the risk of fluctuation of exchange rate will be in general covered in relation to the Euro. The fund portfolio will be invested primarily in bonds and debt securities issued by states, local authorities, and international public organizations.

Showing fund performance in Belgium View performance globally

Performance

EuroZone over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% -1.4%
2017 0.1% -1.0% 0.4% 0.4% 0.3%
2016 2.9% 2.7% 1.6% 0.9% -2.2%
2015 -0.1% 2.9% -4.8% 1.4% 0.7%
2014 10.7% 3.0% 3.0% 2.5% 1.9%
2013 1.7% 0.3% -0.7% 1.1% 0.9%
2012 9.8% 3.5% 0.0% 3.2% 2.9%
2011 2.5% -0.7% 1.5% 2.0% -0.3%
2010 2.0% 2.1% 0.8% 2.5% -3.3%
2009 5.1% -0.8% 1.8% 3.5% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium

Fund Info

  • Launch date17/12/2008
  • Share Class size19Mn
  • Base currencyEUR
  • ISIN BE0948471058

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.12%
  • Initial investment0.12

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