YHD - Delayed Quote GBp

AXA Sterling Crdt Shrt Dura Bd R Grs Acc (GB00B5LY8D49.L)

117.00 +1.00 (+0.86%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 1
YTD Return --
5y Average Return --
Number of Years Up 5
Number of Years Down --
Best 1Y Total Return 6.37%
Worst 1Y Total Return 0.09%
Best 3Y Total Return 6.37%
Worst 3Y Total Return 1.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GB00B5LY8D49.L
Category
YTD
1.33%
1.95%
1-Month
0.26%
0.46%
3-Month
1.15%
1.95%
1-Year
0.88%
9.33%
3-Year
1.23%
6.67%
5-Year
2.48%
6.92%
10-Year
0.00%
5.98%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
GB00B5LY8D49.L
Category
2018
--
--
2017
0.77%
--
2016
3.37%
--
2015
0.09%
0.38%
2014
2.45%
10.68%
2013
1.38%
1.68%
2012
6.37%
14.48%
2011
2.18%
5.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -0.60% 0.26% -0.17% --
2017 0.34% 0.00% 0.00% 0.43%
2016 1.06% 0.79% 1.48% 0.00%
2015 0.71% -0.53% -0.44% 0.36%
2014 0.64% 0.45% 0.45% 0.90%
2013 1.01% -0.55% 0.64% 0.27%
2012 2.25% 0.58% 2.29% 1.12%
2011 0.58% 1.20% -0.79% 1.19%

Rank in Category (By Total Return)

YTD 95
1-Month 86
3-Month 97
1-Year 82
3-Year 99
5-Year 97

Load Adjusted Returns

1-Year -3.15%
3-Year -0.14%
5-Year 1.65%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.16
Morningstar Risk Rating

Fund Overview

Category GBP Corporate Bond
Fund Family AXA Investment Managers UK Ltd
Net Assets 336.6M
YTD Return 1.33%
Yield 1.35%
Morningstar Rating
Inception Date Nov 12, 2010

Fund Summary

The aim of this Fund is to generate returns by gaining exposure generally to the sterling denominated investment grade bond market with a bias towards shorter maturities. The Fund may also invest at the Investment Manager’s discretion in transferable securities, derivatives, cash, deposits, units in collective investment schemes and money market instruments. Use may be made of stocklending, borrowing, cash holding and hedging techniques permitted in applicable Financial Conduct Authority rules.

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