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AXA WF US Short Duration High Yield Bonds AC EUR H

Ranked 13 out of 36 in - US Dollar High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Carl Whitbeck

Objective

The objective of the Sub-Fund is to seek high level of current income primarily through exposure to short duration securities of U.S. domiciled companies. The Investment Manager anticipates that the average expected life to maturity or redemption of the SubFunds investments will be three years or less, although the Investment Manager may vary this approach if market conditions so warrant. The Investment Manager believes that the Sub-Fund will provide investors with a higher degree of principal stability than is typically available in a portfolio of lower rated longer-term, fixed-income investments. The Sub-Fund will seek to invest in high yield, fixed income corporate debt securities and, to a lesser extent, preferred stocks which offer, in the view of the Investment Manager, a high return, without excessive risk, at the time of purchase.

Showing fund performance in Belgium View performance globally

Performance

US Dollar High Yield over : 30/09/2017 - 30/09/2018
  • Rank 13/36 Total Return
  • Rank 2/36 Standard Deviation
  • Rank 2/36 Max Drawdown
Fund Name Currency Return
11 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

12 SKY Harbor GF US High Yield A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

14 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

15 Franklin High Yield I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7

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

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

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

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0

4 PrivilEdge Columbia US Short Duration HY SH EUR MA EUR

1.1

5 SKY Harbor GF US Short Duration HY A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

3 TCW Funds - Metwest High Yield Bond Fd AEHE Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% 0.0% 0.8%
2017 0.9% 0.5% 0.7% 0.3% -0.7%
2016 1.7% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date10/06/2016
  • Base currencyEUR
  • ISIN LU1319655087
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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