AXA World Funds - Euro Credit Short Duration A Capitalisation CHF (Hedged) header image

AXA World Funds - Euro Credit Short Duration A Capitalisation CHF (Hedged)

Fund

ISIN LU0753923977 / Valor 18127585

NAV (2025-02-11)
CHF 99.66-0.19%

AXA World Funds - Euro Credit Short Duration A Capitalisation CHF (Hedged)
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General Objective

The fund aims to achieve a positive return over the long term through active management, with a significant deviation expected in terms of constitution and performance compared to the benchmark.

Fund Exposure

The fund is primarily exposed to Euro-denominated corporate bonds with a short duration of 1-3 years. The portfolio is diversified across various sectors, with a significant allocation to financials, followed by industrials and utilities. The fund also focuses on ESG factors, with a high percentage of assets covered by ESG absolute ratings.

Risks

Investors should be aware that the fund is actively managed, leading to potential deviations in performance compared to the benchmark. Additionally, there are risks associated with investing in fixed income securities, including interest rate risk, credit risk, and market volatility. It is important for investors to carefully consider these risks before making any investment decisions.

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Source

https://funds.axa-im.com/en/fund/axa-wf-euro-credit-short-duration-a-capitalisation-eur/

Tags:
corporate bonds government bonds ice bofa euro corporate 1-3 yrs index

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OTHER SHARE CLASSES OF THIS FUND

AXA World Funds - Euro Credit Short Duration I Capitalisation EUR
AXA World Funds - Euro Credit Short Duration I Capitalisation EUR AXA World Funds - Euro Credit Short Duration I Capitalisation EUR Valor: 2263412
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 145.36
AXA World Funds - Euro Credit Short Duration A Distribution EUR
AXA World Funds - Euro Credit Short Duration A Distribution EUR AXA World Funds - Euro Credit Short Duration A Distribution EUR Valor: 2561229
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.18%EUR 97.41
AXA World Funds - Euro Credit Short Duration I Capitalisation USD (Hedged)
AXA World Funds - Euro Credit Short Duration I Capitalisation USD (Hedged) AXA World Funds - Euro Credit Short Duration I Capitalisation USD (Hedged) Valor: 22186093
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%USD 128.60
AXA World Funds - Euro Credit Short Duration I Distribution EUR
AXA World Funds - Euro Credit Short Duration I Distribution EUR AXA World Funds - Euro Credit Short Duration I Distribution EUR Valor: 2263415
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 101.53
AXA World Funds - Euro Credit Short Duration X Capitalisation CHF (Hedged)
AXA World Funds - Euro Credit Short Duration X Capitalisation CHF (Hedged) AXA World Funds - Euro Credit Short Duration X Capitalisation CHF (Hedged) Valor: 40835165
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%CHF 100.03
AXA World Funds - Euro Credit Short Duration X Capitalisation EUR
AXA World Funds - Euro Credit Short Duration X Capitalisation EUR AXA World Funds - Euro Credit Short Duration X Capitalisation EUR Valor: 37014170
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 107.40
AXA World Funds - Euro Credit Short Duration I Capitalisation CHF (Hedged)
AXA World Funds - Euro Credit Short Duration I Capitalisation CHF (Hedged) AXA World Funds - Euro Credit Short Duration I Capitalisation CHF (Hedged) Valor: 18127586
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%CHF 99.04
AXA World Funds - Euro Credit Short Duration A Capitalisation EUR
AXA World Funds - Euro Credit Short Duration A Capitalisation EUR AXA World Funds - Euro Credit Short Duration A Capitalisation EUR Valor: 2561227
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 134.02
AXA World Funds - Euro Credit Short Duration E Capitalisation EUR
AXA World Funds - Euro Credit Short Duration E Capitalisation EUR AXA World Funds - Euro Credit Short Duration E Capitalisation EUR Valor: 2580806
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 124.96
AXA World Funds - Euro Credit Short Duration X Distribution EUR
AXA World Funds - Euro Credit Short Duration X Distribution EUR AXA World Funds - Euro Credit Short Duration X Distribution EUR Valor: 38550629
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 100.52