Quick Stats

Bid Price - Offer Price -
Mid Price GBX 246.80 Day Change GBX +1.90 (0.78%)
Price Date 16 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.04 Fund Size 284,288,700.00
Launch Date 24/09/2004 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 20,000,000.00 Total Expense Ratio (%) 0.04
ISIN GB00B1SW2S61 Min TopUp (£) 100,000.00

Fund 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.

Fund Managers

John Madziyire
Portfolio Manager within the Active Fixed Income team, responsible for managing sterling rates portfolios since joining AXA IM in 2006 and more recently is the co-lead portfolio manager of the flagship AXA Sterling Index Linked Bond Fund. Prior to AXA IM, John worked for three years at Legal & General Investment Management, where he was responsible for managing a range of fixed income portfolios. John started his career at State Street Global Advisors, working as a Portfolio Analyst for a year. John holds a Bachelor’s degree in both Financial Analysis and Portfolio Management; in Economics and Finance, from University of Cape Town; he is also a CFA Charterholder.