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AXA Sterling Index Linked Bond Z Acc Net

Ranked 9 out of 15 in - Sterling Inflation Linked over 12 months
All calculations are in GBP unless stated

Managed by

Nick Hayes

Nick Hayes is a fixed income fund manager at AXA Investment Managers based in London having joined the company in June 2010. Prior to joining AXA, Hayes worked at New Star as senior portfolio manager in the New Star Fixed Income team. Hayes graduated from Trinity College, Dublin with a BA Honours degree in French and Spanish. He runs the AXA Sterling Corporate Bond, Sterling Strategic Bond and the AXA WF Global Strategic Bond funds, all with a top down investment style.

Objective

The aim of the Fund is to provide income and capital growth, with the objective of reducing the negative effect of inflation over the long term. The Fund invests primarily in a portfolio of index-linked bonds issued by the UK government. The fund manager also seeks to increase performance of the Fund by investing in non-governmental, nonindex- linked, and non-Sterling denominated bonds where these offer better value.

Performance

Sterling Inflation Linked over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 1.7% 1.8% -2.6% -0.9% 3.6%
2016 26.6% 5.6% 10.7% 15.1% -5.9%
2015 -0.8% 4.0% -4.4% 2.6% -2.7%
2014 20.9% 3.2% 2.4% 5.1% 8.9%
2013 0.4% 7.9% -5.3% -1.1% -0.7%
2012 0.6% -2.1% 0.5% -2.5% 4.9%
2011 22.3% -0.1% 4.3% 7.2% 9.5%
2010 8.4% 1.9% 1.8% 3.6% 1.0%
2009 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/09/2004
  • Share Class size135Mn
  • Base currencyGBP
  • ISIN GB00B02Y6C39

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).