AXA Carbon Transition Sterling Buy and Maintain Credit

Select share classes
There is only one type of share class for this fund.

AXA Carbon Transition Sterling Buy and Maintain Credit Fund Z Gross Accumulation

Category GBP Corporate Bond


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

136.30p

arrow-up0.30p (+0.22%)

Fund Code

AXBMC

B7VXY26

GB00B7VXY261

Prices updated as at 08 May 2025
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Prices in GBX

Investment objective
The aim of this Fund is to generate an income and capital return (net of fees) over the long term (being a period of five years or more) in line with the sterling-denominated investment grade corporate bond market, as represented by the ICE BofA Sterling Non-Gilt Index (the Index) and contribute to the global transition to net zero by investing in issuers which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050. The Fund invests at least 70% of its Net Asset Value in sterling-denominated investment grade corporate bonds (meaning bonds with a credit rating of at least BBB- by Standard & Poor or equivalent rating by Moody’s or Fitch or, if unrated, an equivalent rating as deemed by the ACD).

Annual performance (%)

YearThis fundGBP Corporate Bond
31 Mar 14 - 31 Mar 1512.1811.07
31 Mar 15 - 31 Mar 160.08-0.52
31 Mar 16 - 31 Mar 179.669.43
31 Mar 17 - 31 Mar 180.471.49
31 Mar 18 - 31 Mar 193.733.07
31 Mar 19 - 31 Mar 200.450.66
31 Mar 20 - 31 Mar 217.538.73
31 Mar 21 - 31 Mar 22-4.85-5.12
31 Mar 22 - 31 Mar 23-10.34-11.31
31 Mar 23 - 31 Mar 246.587.09
31 Mar 24 - 31 Mar 252.592.36

Trailing returns (%)

YearThis fundGBP Corporate Bond
1 Day0.290.32
1 Month1.121.14
3 Months0.070.09
6 Months2.872.97
1 Year4.134.23
3 Years annualised0.801.03
5 Years annualised-0.73-0.30
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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