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AXA IM FIIS US Corporate Interm Bonds A C USD

Ranked 97 out of 155 in - US Dollar Corporates over 12 months
All calculations are in USD unless stated

Managed by

Frank Olszewski

Frank Olszewski, CFA is the head of active US IG credit, portfolio manager and analyst at AXA Investment Management. He joined the firm in 2008 and prior to this, he was a portfolio manager in the institutional fixed income division of BNY Asset Management where he managed core fixed income portfolios and was head of credit strategy. Frank holds a BA from Franklin & Marshall College.

Objective

The objective of the Sub-Fund is to achieve a mix of income and capital growth by investing in fixed and floating rate securities. The Investment Manager will seek to achieve the investment objective of the Sub-Fund by investing essentially in a portfolio consisting of investment grade government bonds denominated in USD and investment grade transferable debt securities denominated in USD and issued by corporations or public institutions.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Corporates over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 4.1% 1.1% 1.7% 1.1% 0.2%
2016 4.0% 2.8% 2.3% 1.0% -2.0%
2015 0.9% 2.0% -1.1% 0.4% -0.3%
2014 4.5% 1.8% 2.1% -0.3% 0.9%
2013 0.6% 0.7% -2.4% 1.2% 1.1%
2012 9.4% 3.2% 1.6% 3.3% 1.1%
2011 5.4% 1.7% 2.1% 0.1% 1.4%
2010 9.4% 3.0% 2.7% 4.4% -0.9%
2009 16.3% -1.9% 8.6% 7.1% 1.9%
2008 -0.2% -2.2% -1.8% -0.9% 4.9%
2007 1.1% 1.3% -0.6% 1.3% -0.8%
2006 4.5% -0.6% 0.1% 3.8% 1.2%
2005 3.7% 0.3% 3.3% -0.5% 0.5%
2004 3.7% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date17/05/2004
  • Share Class size533Mn
  • Base currencyUSD
  • ISIN LU0192238508

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment1Mn

Charges

  • Initial investment0

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