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AXA WF Planet Bonds E C EUR

Ranked 27 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 : 31/10/2016 - 31/10/2017
  • Rank 27/53 Total Return
  • Rank 19/53 Standard Deviation
  • Rank 24/53 Max Drawdown
Fund Name Currency Return
25 BGF Global Government Bond A1 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

26 Wellington Global Bond EUR D Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

27 AXA WF Planet Bonds E C EUR EUR

-1.7%

27 Goldman Sachs Glo Sovereign Bond Pf I Acc EUR PH

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

29 Barclays GA - Global Government Bond M Acc EUR EUR

-1.7%

Fund Name Currency Risk
17 JPM Aggregate Bond D Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

18 PIMCO GIS Global Bond E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5

19 AXA WF Planet Bonds E C EUR EUR

2.6

20 Fidelity Funds - Global Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6

21 Schroder ISF Global Bond EUR Hedged B Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.7

21 Wellington Global Bond EUR D Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.7

Fund Name Currency Loss
23 JPM Aggregate Bond D Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.4%

24 AXA WF Planet Bonds E C EUR EUR

-2.6%

25 Templeton Global Bond A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

26 Wellington Global Bond EUR D Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.5% 0.2% 0.0%
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
  • Min. regular additional investment0

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).