AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds ZF Distribution M fl USD
Fund
ISIN LU2578483450 / Valor 12452989
NAV (2024-12-20)
USD 99.01+0.14%
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds ZF Distribution M fl USD
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
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.
corporate bondsincomebloomberg barclays us corporate intermediate
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Distribution EUR Hdg
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Distribution EUR Hdg
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Distribution EUR Hdg
Valor: 2138624
Annual Return
-50%0%+50%
Risk level
110
0.14%EUR 80.42
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds E Capitalisation USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds E Capitalisation USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds E Capitalisation USD
Valor: 13645100
Annual Return
-50%0%+50%
Risk level
110
0.14%USD 124.97
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Capitalisation CHF Hdg
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Capitalisation CHF Hdg
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Capitalisation CHF Hdg
Valor: 13645103
Annual Return
-50%0%+50%
Risk level
110
0.13%CHF 98.89
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Capitalisation USD
Valor: 2026269
Annual Return
-50%0%+50%
Risk level
110
0.15%USD 226.99
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Distribution M fl USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Distribution M fl USD
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds F Distribution M fl USD
Valor: 12012116
Annual Return
-50%0%+50%
Risk level
110
0.13%USD 97.33
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
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
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
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
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