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AXA WF Global Green Bonds E C EUR

Ranked 33 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 : 31/08/2017 - 31/08/2018
  • Rank 33/53 Total Return
  • Rank 16/53 Standard Deviation
  • Rank 17/53 Max Drawdown
Fund Name Currency Return
31 Ethna-DEFENSIV R-T EUR

-2.5%

32 JPM Global Bond Opportunities D mth EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

33 AXA WF Global Green Bonds E C EUR EUR

-2.7%

34 JPM Aggregate Bond D Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

35 PIMCO GIS Low Duration Gl Inv Gr Cr E H EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

Fund Name Currency Risk
14 Goldman Sachs Glo FI Plus Pf (Hdg) Base Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

15 Schroder ISF Global Bond EUR Hedged B Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

16 AXA WF Global Green Bonds E C EUR EUR

1.5

17 JPM Global Government Bond D Acc EUR EUR

1.7

18 IMGA Prestige Global Bond EUR

1.8

Fund Name Currency Loss
15 UBAM Global Credit Opportunities RC EUR EUR

-2.5%

16 Candriam Bonds Global Sovereign Quality N Cap EUR

-2.7%

17 AXA WF Global Green Bonds E C EUR EUR

-2.8%

18 JPM Aggregate Bond D Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

18 PIMCO GIS Low Duration Gl Inv Gr Cr E H EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -0.7%
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. Singapore
  9. Spain
  10. Sweden
  11. Switzerland

Fund Info

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

Purchase Info

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

Charges

  • Initial investment0.00%

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