Quick Stats

Bid Price - Offer Price -
Mid Price GBX 103.70 Day Change GBX +0.10 (0.10%)
Price Date 17 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.90 %
Total Expense Ratio 0.82 Fund Size 763,142,000.00
Launch Date 12/11/2010 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.82
ISIN GB00B5MZJY49 Min TopUp (£) 500.00

Fund Objective

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

Fund Managers

Nicolas Trindade
Nicolas TRINDADE joined AXA IM in 2006 and is a Senior Portfolio Manager within the Active Sterling Credit team. Nicolas is the lead Portfolio Manager of the AXA Sterling Credit Short Duration Bond Fund, AXA Global Short Duration Bond Fund and AXA WF Global Credit Bonds. He is also Deputy Manager of the flagship AXA WF Global Strategic Bonds. In addition to his portfolio management responsibilities, Nicolas covers the Financials sector within the “Portfolio Manager Analyst” credit research organisation. He holds an MSc in Diplomacy and International Strategy from the LSE as well as a Master’s Degree in IT Engineering from Telecom SudParis. Nicolas is a CFA Charterholder.