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Investment Institute
Fixed Income

Fund in Five – AXA Global Short Duration Bond Fund

KEY POINTS
The yield on short duration bonds is the highest they have been since the Global Financial Crisis
The main sources of alpha for the portfolio come from asset allocation, sector allocation, and duration - which ranges from one-to-three years
The AXA Global Short Duration Bond Fund invests across the entire short-dated fixed income spectrum (in bonds with a maturity of less than five years)
Fixed Income

AXA Global Short Duration Bond Fund

The aim of the Fund is to provide income combined with any capital growth.

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    Disclaimer

    This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. 

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