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AXA WF Framlington Global Convertibles E C EUR

Ranked 4 out of 20 in - Convertibles Global over 12 months
All calculations are in EUR unless stated

Managed by

Marc Basselier

Paris born Marc Basselier is currently a senior fund manager at AXA Investment Managers where he joined in 2000. Basselier worked at Credit Agricole as a fund manager between 1997 and 2000. Basselier studied Mathematics at Ecole Centrale Paris and holds an EMBA from Université Paris Dauphine. He is a CFA charterholder.

Objective

The objective of the Sub-Fund is to achieve capital growth by investing in convertible securities markets. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in convertible securities from issuers located anywhere in the world. The convertible securities selection will be focused on fundamental criteria (equity and credit), the issuer's quality and on convertible securities that the Investment Manager has identified as undervalued. The Sub-Fund will invest at least 51% of its net assets in investment grade convertible securities, taking into account that the Sub-Fund may invest up to 49% in securities rated sub-investment grade.

Showing fund performance in Portugal View performance globally

Performance

Convertibles Global over : 31/08/2017 - 31/08/2018
  • Rank 4/20 Total Return
  • Rank 13/20 Standard Deviation
  • Rank 4/20 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% 0.2%
2017 5.7% 1.7% 0.6% 2.2% 1.0%
2016 -0.3% -3.6% -0.7% 3.6% 0.5%
2015 5.5% 5.0% 0.2% -2.4% 2.8%
2014 4.8% 1.7% 1.9% -0.9% 2.0%
2013 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date26/09/2013
  • Base currencyEUR
  • ISIN LU0545090739

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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