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

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
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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 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
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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
starstarstarstarstar

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
starstarstarstarstar

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
starstarstarstarstar

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
starstarstarstarstar

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
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