AXA WF - Euro 3-5 I D

At A Glance

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Net Asset Value

104.54EUR

 -0.05

18 Oct 2017

YTD Return (Cumulative)
 3.53%
5 Year Return (Annualized)
 4.62%
Classification
Bond EUR Medium Term
Manager Benchmark
Citi EuroBIG 3-5 Yrs TR
Lipper Leader Profile (Overall)
N/A
N/A
 
N/A

Growth of 10,000EUR since September, 2007 »

 AXA WF - Euro 3-5 I D

The Growth of 10,000EUR chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterAXA Investment Managers
Portfolio ManagerAXA Investment Managers Paris SA
Launch Date06 Sep 2005
Geographical FocusEuroZone
Redemption Current0.00%
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current0.00%
Initial Max--
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets--  M
Total Net Assets Date--
Annual Current Charge--
Annual Max Charge0.30%
Annual Min Charge--

Investment Strategy

The objective of AXA WF Euro 3-5 A is to seek performance through dynamic exposure mainly to bonds denominated in Euro. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in a diversified portfolio consisting mainly of Investment Grade transferable debt securities issued by governments, corporations or public institutions, mainly denominated in Euro. AXA WF Euro 3-5 A will be managed with an interest rate sensitivity ranging from 2 to 5. The Sub-Fund will be managed with a positioning on the yield curve inside a 3 to 5 range.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
N/A
35040
Consistent Return
N/A
35040
Capital Preservation
 
35492
Low Expense
N/A
32878

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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5Yr Return
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YTD Return
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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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