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AXA IM FIIS US Short Duration High Yield

Ranked 28 out of 29 in - US Dollar High Yield over 36 months
All calculations are in EUR unless stated

Managed by

Carl Whitbeck

Objective

The Sub-Fund seeks to achieve primarily high attractive income and secondly capital growth by investing in US high yield debt securities over a medium term period.The Sub-Fund invests in high yield fixed or floating rate bonds primarily issued by corporates domiciled primarily in the US and with an expected life term or redemption inferior to 3 years on the basis of the asset manager anticipations. Such high return bonds have a rating lower than BBB- according to Standard & Poor’s or equivalent (Moody’s or other rating agencies) or are not rated.

Showing fund performance in Belgium View performance globally

Performance

US Dollar High Yield over : 30/09/2015 - 30/09/2018
  • Rank 28/29 Total Return
  • Rank 1/29 Standard Deviation
  • Rank 2/29 Max Drawdown
Fund Name Currency Return
25 Allianz US High Yield - AT (H2-EUR) - EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.7%

26 Janus Henderson High Yield AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

8.2%

27 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.7%

28 AXA IM FIIS US Short Duration High Yield F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0%

29 Nordea 1 - Low Duration US High Yield Bond HA EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.7%

Fund Name Currency Risk
1 AXA IM FIIS US Short Duration High Yield F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

2 SKY Harbor GF US Short Duration HY A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

3 Nordea 1 - Low Duration US High Yield Bond HA EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

4 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.7

5 Pictet-US High Yield-HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.3

Fund Name Currency Loss
1 SKY Harbor GF US Short Duration HY A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

2 AXA IM FIIS US Short Duration High Yield F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

3 Nordea 1 - Low Duration US High Yield Bond HA EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

4 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

5 Muzinich Americayield Hedged EUR Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -0.1% 0.8%
2017 0.6% 0.4% 0.7% 0.3% -0.7%
2016 3.8% 1.1% 1.3% 1.6% -0.2%
2015 -0.4% 1.6% 0.5% -2.0% -0.4%
2014 0.2% 0.9% 0.6% -1.3% 0.0%
2013 4.0% 1.3% -1.1% 2.2% 1.7%
2012 6.4% 2.6% 0.9% 1.6% 1.1%
2011 3.6% 1.8% 0.6% -2.7% 3.9%
2010 8.4% 2.6% 0.5% 3.5% 1.7%
2009 21.4% 3.2% 7.7% 6.1% 2.9%
2008 -9.5% -0.2% 2.2% -0.6% -10.7%
2007 0.4% 0.5% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/03/2007
  • Base currencyEUR
  • ISIN LU0292585626
  • 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).