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AXA WF US High Yield Bonds A EUR Hedged C

Ranked 5 out of 31 in - US Dollar High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Carl Whitbeck

Objective

The objective of this Sub-Fund is to achieve a high income by investing in fixed and floating rate securities. Typical investors would seek a high income measured in USD. The Investment Manager will seek to achieve the objective of the Sub- Fund by investing permanently at least two thirds of the total assets of the Sub-Fund in a broadly diversified portfolio of fixed income transferable debt securities issued by public or private companies domiciled in the United States and rated non-investment grade (if unrated, then deemed to be so by the Investment Manager).

Showing fund performance in Belgium View performance globally

Performance

US Dollar High Yield over : 31/10/2016 - 31/10/2017
  • Rank 5/31 Total Return
  • Rank 7/31 Standard Deviation
  • Rank 4/31 Max Drawdown
Fund Name Currency Return
3 Fidelity Funds - US High Yield A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

6.8%

4 PIMCO GIS US High Yield Bond Inv EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.8%

5 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

6.2%

6 Franklin High Yield I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

6.1%

7 JPM US High Yield Plus Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0%

Fund Name Currency Risk
5 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

6 TCW Funds - Metwest High Yield Bond Fd AEHE Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

7 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

8 PARVEST Bond USA High Yield CL H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

9 Pioneer SICAV US High Yield A Hdg ND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

Fund Name Currency Loss
2 TCW Funds - Metwest High Yield Bond Fd AEHE Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

3 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

4 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

5 BGF US Dollar High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

6 AXA WF US Short Duration High Yield Bonds AC EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 1.3% 0.9%
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 size6,452Mn
  • 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).