AXA Sterling Long Bond Z Gr Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 192.30 Day Change GBX 0.00 (0.00%)
Price Date 9 Feb 2015 Crown Rating 1
Shares Class Inc. Yield 2.40 %
Total Expense Ratio 0.34 Fund Size 5,039,100.00
Launch Date 24/09/2004 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.30 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.34
ISIN GB00B02Y6D46 Min TopUp (£) 5,000.00

Fund Objective

The aim of this Fund is to generate returns by gaining exposure generally to the sterling denominated bond market, with a bias towards longer maturities. The Fund may also invest at the Investment Manager's discretion in transferable securities, derivatives, cash, deposits, units in collective investment schemes and money market instruments. Use may be made of stocklending, borrowing, cash holdings, hedging and other investment techniques permitted in applicable Financial Services Authority rules.

Fund Managers

Ian Bates
"Ian joined AXA IM in December 2007 and is a Senior Portfolio Manager within the Sterling Credit team. Prior to joining AXA IM, Ian was a buy-side Credit Research Analyst at Blackrock in London, covering Utilities, Energy & ABS. He began his career in 2005 at Merrill Lynch Investment Managers. Ian holds a BA (Hons) in Management Studies from the University of Nottingham and is a CFA Charterholder."