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AXA WF US High Yield Bonds A EUR Hedged C

Ranked 9 out of 33 in - US Dollar High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Carl Whitbeck

Objective

The fund objective is to seek high income and capital growth by investing in US high yield debt securities over a long term period. The Share Class aims at hedging the foreign exchange risk resulting from the divergence between the reference currency of the fund and the currency of this Share Class by using derivatives instruments whilst retaining the exposure to Investment Policy.

Showing fund performance in Belgium View performance globally

Performance

US Dollar High Yield over : 31/08/2017 - 31/08/2018
  • Rank 9/33 Total Return
  • Rank 7/33 Standard Deviation
  • Rank 7/33 Max Drawdown
Fund Name Currency Return
7 BGF US Dollar High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6%

8 PIMCO GIS US High Yield Bond Inv EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2%

9 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

10 SKY Harbor GF US High Yield A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

11 JPM US High Yield Plus Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

Fund Name Currency Risk
5 SKY Harbor GF US Short Duration HY A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

6 TCW Funds - Metwest High Yield Bond Fd AEHE Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

7 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

8 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

9 Amundi SICAV II US High Yield A Hdg ND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

Fund Name Currency Loss
5 Nordea 1 - Low Duration US High Yield Bond HA EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

6 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

7 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.8%

8 Nomura Funds Ireland-US High Yield Bond A EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

9 BGF US Dollar High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% -0.3%
2017 4.2% 2.1% 1.3% 0.9% -0.1%
2016 12.7% 2.3% 4.0% 4.0% 1.8%
2015 -6.1% 2.3% 0.1% -5.4% -3.2%
2014 0.7% 2.5% 1.9% -1.9% -1.7%
2013 8.0% 3.2% -1.0% 2.6% 3.0%
2012 14.1% 5.2% 1.6% 4.0% 2.7%
2011 4.0% 3.9% 0.7% -5.7% 5.4%
2010 13.7% 4.3% -0.5% 6.0% 3.3%
2009 45.8% 4.7% 15.6% 13.9% 5.8%
2008 -16.3% -1.8% 2.7% -3.0% -14.4%
2007 0.9% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date27/04/2007
  • Share Class size6,578Mn
  • Base currencyEUR
  • ISIN LU0276013082
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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