AXA Carbon Transition Sterling Buy and Maintain Credit Fund Z Gross Accumulation
Category GBP Corporate Bond
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
136.30p
0.30p (+0.22%)
Fund Code
AXBMC
B7VXY26
GB00B7VXY261
Prices updated as at 08 May 2025
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).
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Corporate Bond |
---|---|---|
31 Mar 14 - 31 Mar 15 | 12.18 | 11.07 |
31 Mar 15 - 31 Mar 16 | 0.08 | -0.52 |
31 Mar 16 - 31 Mar 17 | 9.66 | 9.43 |
31 Mar 17 - 31 Mar 18 | 0.47 | 1.49 |
31 Mar 18 - 31 Mar 19 | 3.73 | 3.07 |
31 Mar 19 - 31 Mar 20 | 0.45 | 0.66 |
31 Mar 20 - 31 Mar 21 | 7.53 | 8.73 |
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 24 | 6.58 | 7.09 |
31 Mar 24 - 31 Mar 25 | 2.59 | 2.36 |
Trailing returns (%)
Year | This fund | GBP Corporate Bond |
---|---|---|
1 Day | 0.29 | 0.32 |
1 Month | 1.12 | 1.14 |
3 Months | 0.07 | 0.09 |
6 Months | 2.87 | 2.97 |
1 Year | 4.13 | 4.23 |
3 Years annualised | 0.80 | 1.03 |
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.