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AXA WF US High Yield Bonds A EUR Hedged C

Ranked 13 out of 29 in - US Dollar High Yield over 36 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 : 30/09/2015 - 30/09/2018
  • Rank 13/29 Total Return
  • Rank 20/29 Standard Deviation
  • Rank 24/29 Max Drawdown
Fund Name Currency Return
11 JSS Bond - USD High Yield P EUR hgd acc

Currency exposure is hedged

Currency exposure is hedged

EUR

14.0%

12 JPM US High Yield Plus Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

13.9%

13 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

13.7%

13 AB SICAV I-US High Yield Portfolio A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

13.7%

15 Amundi SICAV II US High Yield A Hdg ND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

13.4%

Fund Name Currency Risk
18 Fidelity Funds - US High Yield A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7

19 Amundi SICAV II US High Yield A Hdg ND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7

20 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

20 JPM US High Yield Plus Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

22 JSS Bond - USD High Yield P EUR hgd acc

Currency exposure is hedged

Currency exposure is hedged

EUR

5.0

Fund Name Currency Loss
22 JPM US High Yield Plus Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.8%

23 Nordea 1 - US High Yield Bond HB EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.3%

24 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.6%

25 Franklin High Yield I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.6%

26 Allianz US High Yield - AT (H2-EUR) - EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% -0.3% 1.4%
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. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. Taiwan
  17. 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).