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

Sell:90.69p Buy:90.69p Change: 0.02p (0.02%)
Prices as at 26 November 2021
Sell:90.69p
Buy:90.69p
Change: 0.02p (0.02%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 26 November 2021
Sell:90.69p
Buy:90.69p
Change: 0.02p (0.02%)
Prices as at 26 November 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and 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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

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

26/11/16 to 26/11/17 26/11/17 to 26/11/18 26/11/18 to 26/11/19 26/11/19 to 26/11/20 26/11/20 to 26/11/21
Annual return 2.79% -0.03% 4.55% 2.52% 2.59%

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 Pepper Whitbeck
Manager start date: 30 April 2010
Manager located in: TBC

Pepper is currently Head of US Fixed Income and Head of US High Yield. Prior to his current role, Pepper was the Global Head of High Yield and US Active Fixed Income, after having been Head of US Fixed Income (beginning in 2014) and the Head of US High Yield (since 2011). He is also a portfolio manager in the US High Yield team, a role he has held since 2008. Prior to his Head of High Yield position, Pepper spent six years as the Head of US High Yield Research and joined AXA IM as a US High Yield Analyst in 2002. Before joining AXA IM, Pepper was an Investment Banking Analyst at Lehman Brothers where he focused on companies in the consumer and retail sectors and worked on a variety of M&A and High Yield transactions. Pepper holds a bachelor's degree in Economics from Williams College and is a CFA charter-holder.

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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account