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AXA US Short Duration High Yield Class Z - Accumulation (GBP)

Sell:141.40p Buy:141.40p Change: 0.1p (0.07%)
Prices as at 11 November 2019
Sell:141.40p
Buy:141.40p
Change: 0.1p (0.07%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 11 November 2019
Sell:141.40p
Buy:141.40p
Change: 0.1p (0.07%)
Prices as at 11 November 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Funds in this sector can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

11/11/14 to 11/11/15 11/11/15 to 11/11/16 11/11/16 to 11/11/17 11/11/17 to 11/11/18 11/11/18 to 11/11/19
Annual return 1.83% 3.36% 2.57% 0.59% 3.67%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

The company was formed in the 18th century, with the name AXA introduced in 1985. AXA bought the specialist investment manager Framlington in 2005. AXA´s fund management arm offers specialist investment expertise across a broad range of asset classes. Each team works closely with their own analysts, and the objective is to achieve high performance.

Information about the fund

Fund manager biography

manager photo
Manager Name: Carl Whitbeck
Manager start date: 30 April 2010
Manager located in: London

Carl is the Head of US High Yield and a portfolio manager/analyst with AXA IM. Since joining AXA IM, he has served in various capacities within the US High Yield team, including head of research, portfolio manager for US High Yield portfolios and co-portfolio manager for multiple Global High Yield funds. Prior to joining AXA IM in 2002, Pepper was an analyst in the investment banking division of Lehman Brothers, where he performed financial analysis on companies in the consumer and retail sectors, and worked on a variety of M&A and high yield transactions. Pepper received his undergraduate degree from Williams College and has the CFA professional designation.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account