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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds A Distribution USD: holdings, performance and fees
1Y return+1.6%
3Y return+8.9%
5Y return+7.8%
Top 10 holdings
| Holding | Weight |
|---|---|
| HSBC HOLDINGS PLC 4.711 12/05/30 | 2.9% |
| CITIGROUP INC 2.572 03/06/31 | 1.5% |
| GOLDMAN SACHS GROUP INC 4.516 21/01/32 | 1.5% |
| JPMORGAN CHASE & CO 5.502 24/01/36 | 1.4% |
| BARCLAYS PLC 5.690 12/03/30 | 1.4% |
| HCA INC 5.450 01/04/31 | 1.1% |
| EXELON CORP 4.050 15/04/30 | 1.0% |
| MORGAN STANLEY 5.173 16/01/30 | 1.0% |
| KROGER CO 5.000 15/09/34 | 1.0% |
| CRH AMERICA FINANCE INC 5.000 09/02/36 | 1.0% |
Top sectors
- Banking30.3%
- Consumer Non-Cyclical12.9%
- Electric8.2%
- Communications7.9%
- Consumer Cyclical6.8%
Top countries
- United States74.6%
- United Kingdom7.5%
- Canada7.4%
- Spain2.9%
- Netherlands1.9%
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
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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.
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