AXA World Funds - Euro Buy and Maintain Sustainable Credit I Capitalisation EUR header image

AXA World Funds - Euro Buy and Maintain Sustainable Credit I Capitalisation EUR

Fund

ISIN LU1156427582 / Valor 26456821

NAV (2025-01-16)
EUR 108.86+0.16%

AXA World Funds - Euro Buy and Maintain Sustainable Credit I Capitalisation EUR
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General Objective

The fund seeks both income and growth of investment in EUR, with a sustainable investment objective, from an actively managed bond portfolio, in line with a socially responsible investment (SRI) approach.

Fund Exposure

The fund primarily invests in corporate or government bonds rated investment grade at the time of purchase, mainly denominated in Euro. It may also invest in sub-investment grade securities rated between BB+ and B-, or in Money Market Instruments. The fund uses a sustainable investment approach by selecting securities based on environmental impacts, governance, and social practices.

Risks

Risks associated with this fund include credit risk, market risk, interest rate risk, and sustainability-related risks. The fund may also face risks related to the use of derivatives for hedging purposes and the potential impact of ESG criteria on investment decisions. Investors should consider the potential impact of these risks on their investment.

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Source

https://funds.axa-im.com/en/fund/axa-wf-euro-buy-and-maintain-sustainable-credit-zf-capitalisation-eur/

Tags:
esg corporate bonds bofa emu corporate

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OTHER SHARE CLASSES OF THIS FUND

AXA World Funds - Euro Buy and Maintain Sustainable Credit ZF Capitalisation EUR
AXA World Funds - Euro Buy and Maintain Sustainable Credit ZF Capitalisation EUR AXA World Funds - Euro Buy and Maintain Sustainable Credit ZF Capitalisation EUR Valor: 41015344
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 105.15