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AXA IM FIIS US Short Duration High Yield

Ranked 2 out of 5 in - US Dollar High Yield over 12 months
All calculations are in USD unless stated

Managed by

Carl Whitbeck

Objective

The Sub-Fund seeks to achieve primarily high attractive income and secondly capital growth by investing in US high yield debt securities over a medium term period.The Sub-Fund invests in high yield fixed or floating rate bonds primarily issued by corporates domiciled primarily in the US and with an expected life term or redemption inferior to 3 years on the basis of the asset manager anticipations. Such high return bonds have a rating lower than BBB- according to Standard & Poor’s or equivalent (Moody’s or other rating agencies) or are not rated.

Showing fund performance in Bahrain View performance globally

Performance

US Dollar High Yield over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.1% 0.7%
2017 3.4% 1.0% 1.4% 0.9% 0.1%
2016 5.8% 1.4% 1.8% 2.0% 0.4%
2015 0.7% 1.8% 0.8% -1.8% 0.0%
2014 0.9% 1.1% 0.7% -1.1% 0.2%
2013 5.0% 1.5% -0.9% 2.4% 1.9%
2012 7.5% 2.9% 1.2% 1.9% 1.4%
2011 3.8% 2.0% 0.6% -2.7% 4.1%
2010 9.2% 2.7% 0.7% 3.7% 1.8%
2009 20.6% 2.1% 7.9% 6.3% 3.0%
2008 -9.0% 0.0% 2.0% -1.4% -9.5%
2007 4.6% 1.7% 0.8% 1.1% 1.0%
2006 7.3% 2.1% 0.9% 2.1% 2.0%
2005 2.9% -0.8% 1.1% 1.2% 1.3%
2004 2.7% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Denmark
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date01/04/2004
  • Share Class size12,077Mn
  • Base currencyUSD
  • ISIN LU0188167505

Purchase Info

  • Min. initial investment30Mn
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).