Quick Stats

Bid Price - Offer Price -
Mid Price GBX 138.60 Day Change GBX 0.00 (0.00%)
Price Date 18 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 3.90 %
Total Expense Ratio 0.44 Fund Size 911,656,800.00
Launch Date 30/04/2010 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.45 Sector IMA UK Equity Income
Min Investment (£) 30,000,000.00 Total Expense Ratio (%) 0.44
ISIN GB00B5WM6Y48 Min TopUp (£) 100,000.00

Fund Objective

The aim of the Fund is to provide high income.

Fund Managers

Carl Whitbeck
Carl joined AXA Investment Managers, Inc. in 2002 as a US high yield credit analyst. Prior to joining AXA IM, Carl was an analyst in the investment banking division of Lehman Brothers, where he performed financial analysis on companies in the consumer and retail sectors, and worked on a variety of Merger & Acquisition and high yield transactions. Over the past nine years, he has served in various capacities within the US High Yield team, including head of research, portfolio manager for US High Yield portfolios and co-portfolio manager for multiple Global High Yield funds. In addition, Carl has been the lead sector head for several industries including Automotive, Services and Special Situations. Carl received his undergraduate degree from Williams College and has the CFA professional designation.