AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration Bond Fund ZI Income GBP Quarterly
Fund
ISIN GB00BNM57T10 / Valor 11612101
NAV (2025-03-14)
GBP 0.99-0.05%
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration Bond Fund ZI Income GBP Quarterly
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General Objective
The aim of this fund is to provide income and capital growth over the medium term, specifically three years, by investing in bonds that finance projects generating an environmental benefit, known as "green bonds."
Fund Exposure
The fund primarily invests in "green bonds" issued by governments and companies worldwide, with a focus on corporate bonds. It targets at least 75% of its Net Asset Value in investment grade bonds, with a maximum of 10% in sub-investment grade bonds. The fund manager selects bonds based on comprehensive analysis of global economic markets, asset allocation, issuer's ESG practices, and environmental impact.
Risks
Risks associated with this fund include interest rate fluctuations, credit risk, and market volatility. Additionally, there may be risks related to the environmental impact of projects financed by the bonds, as well as risks associated with the specific sectors excluded from investment based on ESG factors.
bloomberg global aggregate indexgreen bondsinvestment grade bonds
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OTHER SHARE CLASSES OF THIS FUND
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration BondFundZIAccumulationGBPQuarterly
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration BondFundZIAccumulationGBPQuarterly
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration BondFundZIAccumulationGBPQuarterly
Valor: 11612102
Annual Return
-50%0%+50%
Risk level
110
-0.09%GBP 1.06
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration Bond Fund Z Income GBP Quarterly
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration Bond Fund Z Income GBP Quarterly
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration Bond Fund Z Income GBP Quarterly
Valor: 11614149
Annual Return
-50%0%+50%
Risk level
110
-0.05%GBP 0.99
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration Bond FundZAccumulationGBPQuarterly
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration Bond FundZAccumulationGBPQuarterly
AXA Fixed Interest Investment ICVC - AXA ACT Green Short Duration Bond FundZAccumulationGBPQuarterly
Valor: 11612102