XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
AXA IM Fixed Income Investment Strategies - Europe Short Duration High Yield Z Capitalisation USD (Hedged): holdings, performance and fees
1Y return+4.2%
3Y return+12.8%
5Y return+27.5%
OCF (ongoing charge)0.01%
Top 10 holdings
| Holding | Weight |
|---|---|
| CONTOURGLOBAL POWER HLDG 4.375 31/07/31 | 1.5% |
| PAPREC HOLDING SA 4.125 15/07/30 | 1.4% |
| VMED O2 UK FINAN 4.000 31/01/29 | 1.4% |
| TECHEM VERWALTUNGSGESELL 5.375 15/07/29 | 1.4% |
| FIBERCOP SPA 4.750 30/06/30 | 1.4% |
| PINEWOOD FINCO PLC 6.000 27/03/30 | 1.4% |
| EIRCOM FINANCE DAC 5.750 15/12/29 | 1.3% |
| GALAXY BIDCO LTD 8.125 19/12/29 | 1.3% |
| NIDDA HEALTHCARE HOLDING 5.625 21/02/30 | 1.3% |
| ORGANON & CO/ORG 2.875 30/04/28 | 1.3% |
Top sectors
- Telecommunications12.1%
- Services11.1%
- Healthcare10.4%
- Automotive7.9%
- Utility6.9%
Top countries
- United Kingdom22.3%
- France16.7%
- United States13.0%
- Germany9.2%
- Italy9.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN