AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Distribution M fl USD header image

AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Distribution M fl USD

Fund

ISIN LU2496290730 / Valor 12012116

NAV (2024-12-20)
USD 97.33+0.13%

AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Distribution M fl USD
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General Objective

The fund aims to achieve long-term capital growth through investments in a diversified portfolio of US corporate intermediate bonds.

Fund Exposure

The fund is primarily exposed to the banking sector, consumer non-cyclical sector, and communications sector. It also has significant exposure to energy, technology, and consumer cyclical sectors. The fund focuses on US corporate intermediate bonds to achieve its investment objective.

Risks

The fund is actively managed, which may result in deviations in performance compared to the benchmark. Additionally, there is a risk of significant volatility in the portfolio, as indicated by the relative risk/tracking error and Sharpe ratio. Investors should carefully consider these risks before investing in the fund.

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Source

https://funds.axa-im.com/en/fund/axa-im-fiis-us-corporate-intermediate-bonds-a-h-capitalisation-chf/

Tags:
corporate bonds income bloomberg barclays us corporate intermediate

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OTHER SHARE CLASSES OF THIS FUND

AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds E Capitalisation EUR Hdg
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds E Capitalisation EUR Hdg AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds E Capitalisation EUR Hdg Valor: 11817156
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.13%EUR 104.76
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Distribution USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Distribution USD AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Distribution USD Valor: 2340533
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.14%USD 96.31
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation CHF Hdg
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation CHF Hdg AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation CHF Hdg Valor: 13645097
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.13%CHF 106.10
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Capitalisation USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Capitalisation USD AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Capitalisation USD Valor: 2340529
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.14%USD 168.65
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Distribution EUR Hdg
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Distribution EUR Hdg AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds I Distribution EUR Hdg Valor: 2340543
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.13%EUR 76.72
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation EUR Hdg
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation EUR Hdg AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation EUR Hdg Valor: 2138636
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.14%EUR 139.32
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds N Capitalisation USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds N Capitalisation USD AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds N Capitalisation USD Valor: 12382337
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.13%USD 104.37
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds N Distribution USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds N Distribution USD AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds N Distribution USD Valor: 12382337
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.13%USD 102.33
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds ZF Distribution M fl USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds ZF Distribution M fl USD AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds ZF Distribution M fl USD Valor: 12452989
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.14%USD 99.01
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds Z CHF Cap Hedged
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds Z CHF Cap Hedged AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds Z CHF Cap Hedged Valor: 22975239
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.13%CHF 93.24