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AXA WF Euro Credit Plus A C

Ranked 21 out of 45 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Eléonore Bunel

Eleonore Bunel was born in Fontenay-aux-Roses, Paris in 1979. She graduated from the Sorbonne University with a degree in finance and mathematics. Eleonore started her career with AXA in July 2002 and is currently working as a fund manager. Outside of fund management she enjoys backgammon, music, the cinema and theatre and walking.

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 objective of the Sub-Fund by investing in a diversified range of corporate and sovereign bonds based principally in OECD countries, taking into account that the Sub-Fund may invest only up to 30% of its net assets in sub-investment grade bonds of said issuers rated between BB+ and B- by S&P's or equivalent rating by Moodys or Fitch, or if unrated then deemed to be so by the Investment Manager in the best interest of the Sub-Fund Shareholders.

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Performance

Euro Corporates over : 31/10/2016 - 31/10/2017
  • Rank 21/45 Total Return
  • Rank 25/45 Standard Deviation
  • Rank 29/45 Max Drawdown
Fund Name Currency Return
19 Morgan Stanley Euro Corporate Bond AD EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

20 UBAM Corporate Euro Bond AC EUR EUR

2.4%

21 Franklin European Corporate Bond A (Ydis) EUR EUR

2.3%

21 AXA WF Euro Credit Plus A C EUR

2.3%

23 Oddo Compass Euro Corporate Bond CR-EUR EUR

2.2%

Fund Name Currency Risk
23 Franklin European Corporate Bond A (Ydis) EUR EUR

2.5

24 PIMCO GIS Euro Credit E EUR Acc EUR

2.6

25 T Rowe Euro Corporate Bond Z EUR EUR

2.6

25 AXA WF Euro Credit Plus A C EUR

2.6

27 Candriam Bonds Euro Corporate N Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.3% 0.6% 0.9%
2016 4.3% 2.0% 1.6% 1.8% -1.1%
2015 -1.7% 1.8% -3.8% -1.2% 1.6%
2014 7.3% 2.7% 2.5% 0.9% 1.1%
2013 2.2% -0.3% -1.0% 1.8% 1.7%
2012 15.4% 5.5% 0.1% 4.9% 4.1%
2011 2.1% 0.4% 1.2% -0.7% 1.2%
2010 2.7% 2.9% -1.8% 3.1% -1.4%
2009 16.9% 1.0% 6.7% 6.3% 2.1%
2008 -1.5% -0.7% -2.3% -0.7% 2.2%
2007 -1.5% 0.7% -1.0% -0.8% -0.4%
2006 0.9% -1.0% -0.6% 2.4% 0.1%
2005 2.6% 0.4% 1.8% 1.1% -0.7%
2004 7.7% 2.5% -0.5% 3.0% 2.5%
2003 3.9% 1.2% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/02/2003
  • Share Class size1,052Mn
  • Base currencyEUR
  • ISIN LU0164100710

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Related News

AXA IM tweaks €800m credit fund to cut junk bonds from remit

Asset management group amends policy to remove ability to invest in lower quality and place restrictions on holding certain bonds.

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