AXA World Funds - Euro Credit Short Duration I Capitalisation EUR
ISIN LU0227127643 / Valor 2263412
AXA World Funds - Euro Credit Short Duration I Capitalisation EUR
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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.
Source
https://funds.axa-im.com/en/fund/axa-wf-euro-credit-short-duration-a-capitalisation-eur/
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