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AXA STERLING LONG CORPORATE BOND R - Fund overview

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Find rated £ corporate bond funds


Overview of AXA STERLING LONG CORPORATE BOND R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AXA STERLING LONG CORPORATE BOND R does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  £ Corporate Bond
Product type  OEIC
Launched  March, 2006
Size  £31m
Yield 4.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 87.32p
Bid price(acc) 110.90p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.75%
Total expense ratio 0.80%
Reduction in yield (10yr) 0.80%

Bestinvest says


No information available.

Portfolio

axa sterling long corporate bond r asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 100%
Property
Commodities
Hedge
Fund cash
axa sterling long corporate bond r equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The aim of this Fund is to generate returns by  gaining exposure generally to the sterling denominated corporate bond market, with bias towards longer 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 holdings, hedging and other investment techniques permitted in the applicable Financial Services Authority rules

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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