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AXA WF Universal Inflation Bonds A C USD

Ranked 20 out of 49 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 : 30/11/2016 - 30/11/2017
  • Rank 20/49 Total Return
  • Rank 10/49 Standard Deviation
  • Rank 7/49 Max Drawdown
Fund Name Currency Return
18 Fidelity Funds - Global Infl-Lnk Bond A-ACC-USD USD

5.9%

19 PIMCO Global RealReturn-Wholesale

Currency exposure is hedged

Currency exposure is hedged

AUD

5.4%

20 AXA WF Universal Inflation Bonds A C USD USD

4.6%

21 PIMCO GIS Global Real Return Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

4.6%

22 Morningstar Global Inflation Linked Secs (Hdg) Z

Currency exposure is hedged

Currency exposure is hedged

AUD

4.0%

Fund Name Currency Risk
8 BankInvest Globale Indeksobligationer A

Currency exposure is hedged

Currency exposure is hedged

DKK

2.0

9 UBS (CH) Inst Fd-Bds USD Infl-lkd Pass II I-X USD

2.0

10 AXA WF Universal Inflation Bonds A C USD USD

2.1

11 Swiss Life Funds (LUX) Bd Inflation Prot R

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

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

2.2

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.2% 0.7% 1.5%
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. Hong Kong
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. 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).