AXA Managed Income Fund

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AXA Managed Income Fund Z Gross Inc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

105.00p

arrow-up0.20p (+0.19%)

Fund Code

FMIZI

B71DB36

GB00B71DB365

Prices updated as at 28 Mar 2025
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Prices in GBX
Investment objective
The aim of this Fund is to produce an income return with potential for long-term growth of capital (being a period of five years or more). The Fund invests at least 80% in bonds issued in or hedged back to Sterling by companies and governments which the Manager believes will provide an income return. The Fund may invest in investment grade bonds (meaning bonds with a rating of at least BBB- by Standard & Poor or equivalent rating by Moody’s or Fitch), or sub-investment grade bonds.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskLow
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios
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1 year3 years
2.78-0.36
0.360.61
-0.05-0.16
65.5268.53
2.120.05
2.135.57
3.284.16


Important Information

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