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AXA STERLING CREDIT SHORT DURATION BOND R - Fund overview

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Overview of AXA STERLING CREDIT SHORT DURATION BOND R

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

Standard Initial Charge

4.00% 0.00%

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Fund summary

Sector	£ Corporate Bond
Product type	OEIC
Launched	November, 2010
Size	£88m
Yield	2.5%
Charging basis	Income
Dividends paid	28/2, 31/5, 31/8, 30/11
Bid price(inc)	100.70p
Bid price(acc)	103.80p

Fund Charges

Standard Initial charge	4.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	0.85%
Total expense ratio	1.01%
Reduction in yield (10yr)	1.01%

Bestinvest says

No information available.

Portfolio

axa sterling credit short duration bond r asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	3%
	Quality bonds	96%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	1%

axa sterling credit short duration bond r equity geographic illustration

Allocation		Proportion

	UK	42%
	Europe	43%
	Nth America	15%
	Japan	–
	Pacific	–
	Other Equity	–

No data available.

View all performance data for AXA STERLING CREDIT SHORT DURATION BOND R

Investment process

The primary goal of the Fund is to generate a yield in excess of cash returns, in the form of accrued coupon income, while avoiding principal loss.

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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