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AXA WF US Short Duration High Yield Bonds AC EUR H

Ranked 44 out of 48 in - US Dollar High Yield over 3 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 Netherlands View performance globally

Performance

US Dollar High Yield over : 30/06/2018 - 30/09/2018
  • Rank 44/48 Total Return
  • Rank 4/48 Standard Deviation
  • Rank 1/48 Max Drawdown
Fund Name Currency Return
42 Amundi Funds II US High Yield A ND Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9%

43 PrivilEdge Columbia US Short Dur Hi Yild SH EUR NA

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

45 JSS Bond-Emerging Markets High Yield P EUR acc hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

46 UBAM Emerging Market Sovereign Bond IHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7%

Fund Name Currency Risk
3 Wells Fargo (LUX) WW US S-T Hg Yld Bd I EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4

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

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5

5 SKY Harbor GF US Short Duration HY A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

6 AXA IM FIIS US Short Duration High Yield I C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

Fund Name Currency Loss
1 BGF US Dollar High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Muzinich Americayield Hedged EUR Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Fidelity Funds - US High Yield A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Franklin High Yield I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Janus Henderson High Yield AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

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).