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AXA WF Planet Bonds E C EUR

Ranked 34 out of 53 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Olivier Vietti

Olivier Vietti is global rates portfolio manager at AXA Investment Managers based in Paris. He joined the firm in 2012 as a portfolio manager in the Euro Rates and Aggregate team and prior to this, Olivier managed Euro Aggregate benchmarked and total return funds at Natixis Asset Management. He graduated from the University of Cergy-Pontoise with an MA in Finance.

Objective

The Sub-Fund seeks to achieve a mix of income and capital growth by investing mainly in investment grade government or corporate debt securities over a medium term period. The Sub-Fund is actively managed in order to capture opportunities in the investment grade government, institutions - such as supranational, agencies and quasi-government and corporate bonds markets. The Sub-Fund mainly invests in Green Bonds (bonds the proceeds of which are invested in environmental projects).

Showing fund performance in Portugal View performance globally

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 34/53 Total Return
  • Rank 23/53 Standard Deviation
  • Rank 28/53 Max Drawdown
Fund Name Currency Return
32 Vanguard Global Short-Term Bond Inv EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

33 Barclays GA - Global Government Bond M Acc EUR EUR

-0.7%

34 AXA WF Planet Bonds E C EUR EUR

-0.9%

35 Eurizon Fund Bond International LTE RH

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

36 Goldman Sachs Glo Strat Inc Bond Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

Fund Name Currency Risk
21 Goldman Sachs Glo Strat Inc Bond Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

22 Goldman Sachs Glo FI Plus Pf (Hdg) Base Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

23 AXA WF Planet Bonds E C EUR EUR

2.1

24 BNY Mellon Global Opportunistic Bd H EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

25 Eurizon Fund Bond International LTE RH

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

Fund Name Currency Loss
26 Goldman Sachs Glo Fix Inc Pf (Hdg) E Acc EUR Snap

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

27 BNY Mellon Global Bond I EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

28 AXA WF Planet Bonds E C EUR EUR

-2.0%

29 Man GLG Flexible Bond D EUR Acc EUR

-2.1%

30 LM Brandywine Glo Fxd Inc Fd A Acc (AH) EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -0.5% -0.5% 0.2% 0.0% -0.3%
2016 0.9% 2.2% 1.3% 0.4% -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Portugal
  8. Spain
  9. Sweden
  10. Switzerland

Fund Info

  • Launch date05/11/2015
  • Base currencyEUR
  • ISIN LU1280196004

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

  • Initial investment0

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