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AXA WF Universal Inflation Bonds A C USD

Ranked 30 out of 53 in - Global Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

Jonathan Baltora

Objective

The objective of the Sub-Fund is to seek performance through dynamic exposure mainly to inflation linked bonds issued in the OECD and emerging markets. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing mainly in inflation-linked bonds and any other related debt securities issued by governments, corporations or public institutions worldwide seeking to benefit from the rising wealth of emerging economies through a diversified approach.

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

Performance

Global Inflation Linked over : 31/05/2017 - 31/05/2018
  • Rank 30/53 Total Return
  • Rank 15/53 Standard Deviation
  • Rank 26/53 Max Drawdown
Fund Name Currency Return
28 CGAM Real Return USD

1.0%

29 CPR Focus Inflation US - P (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7%

30 AXA WF Universal Inflation Bonds A C USD USD

0.6%

30 CS (Lux) Global Inflation Linked Bond Fund EB USD USD

0.6%

32 SLI Glo SICAV Glbl Inflation-Linked Bond A USD USD

0.6%

Fund Name Currency Loss
24 Danske Invest Globale Lange Indeksobl KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-2.1%

24 BankInvest Globale Indeksobligationer A

Currency exposure is hedged

Currency exposure is hedged

DKK

-2.1%

26 AXA WF Universal Inflation Bonds A C USD USD

-2.2%

27 Fidelity Funds - Global Infl-Lnk Bond A-ACC-USD USD

-2.2%

28 LGT Bond Fund Gl Inflation Linked (EUR) B

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.9%
2017 4.8% 2.2% 0.7% 1.5% 0.3%
2016 0.0% 3.5% -0.2% -0.1% -3.0%
2015 -5.1% -0.6% -0.6% -2.8% -1.2%
2014 -2.1% 1.8% 2.9% -3.8% -2.8%
2013 -6.7% -0.9% -6.7% 2.2% -1.2%
2012 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date17/07/2012
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU0800575390

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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