AXA US Short Duration High Yield Fund

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AXA Fixed Interest Investment ICVC - AXA US Short Duration High Yield Fund ZI Gross Accumulation

Category Other Bond

This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

170.60p

arrow-up0.00p (+0.00%)

Fund Code

FMZIA

B5WM6Y4

GB00B5WM6Y48

Prices updated as at 25 Feb 2025
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Prices in GBX

Investment objective
The aim of this Fund is to generate income by investing in high yield debt securities (being sub-investment grade corporate bonds) while seeking to avoid the risk of defaults. The Fund aims to deliver a return by investing at least 60 per cent of its Net Asset Value in high yield bonds (being sub-investment grade corporate bonds, meaning bonds with a rating of BB+ and below by Standard & Poor or equivalent rating by Moody’s or Fitch) with a bias towards shorter maturities (where the full repayment of the bond by the company is expected to be less than three years), issued primarily by companies with their predominant place of business in the US. The Fund may also invest in such bonds denominated in US Dollars and issued by non-US companies. The ACD seeks to reduce the effect of credit risk through diversification and its analysis and selection of bonds.

Annual performance (%)

YearThis fundOther Bond
31 Dec 14 - 31 Dec 150.17-
31 Dec 15 - 31 Dec 164.90-
31 Dec 16 - 31 Dec 171.83-
31 Dec 17 - 31 Dec 18-0.51-
31 Dec 18 - 31 Dec 196.25-
31 Dec 19 - 31 Dec 202.81-
31 Dec 20 - 31 Dec 213.20-
31 Dec 21 - 31 Dec 22-5.61-
31 Dec 22 - 31 Dec 238.54-
31 Dec 23 - 31 Dec 245.98-

Trailing returns (%)

YearThis fundOther Bond
1 Day--
1 Month0.53-
3 Months1.55-
6 Months3.14-
1 Year7.09-
3 Years annualised3.92-
5 Years annualised3.09-
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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