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AXA GLOBAL SHORT DURATION BOND Z

PRICE (INC)

96.76p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.4%

ONGOING CHARGE

0.44%

YIELD

3.9%

1 YEAR
6.27%
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Prices as at 07 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The aim of this Fund is to generate an income return combined with any capital growth over a period of three years or less. The Fund invests at least 80% of its Net Asset Value in bonds (including index-linked bonds) with a bias towards shorter maturities (less than five years) and money market instruments, issued by governments and companies diversified globally (including emerging markets), with the aim of reducing the effect of fluctuations in interest rates and market volatility while generating an income return. The Fund may invest up to 60% of its Net Asset Value in ‘sub-investment grade’ bonds.

Fund summary

Sector£ Strategic Bond
StructureOEIC
LaunchedMay 2017
Size£99m
Yield3.9%
Dividends paidAccumulation units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.4%
Ongoing Charges Figure0.44%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning