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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
AXA IM Fixed Income Investment Strategies - US Short Duration High Yield I Capitalisation USD: holdings, performance and fees
1Y return+3.6%
3Y return+11.8%
5Y return+20.9%
OCF (ongoing charge)1.10%
Top 10 holdings
| Holding | Weight |
|---|---|
| CCO HLDGS LLC/CAP CORP 5.000 01/02/28 | 1.4% |
| KINETIK HOLDINGS LP 6.625 15/12/28 | 1.3% |
| MAUSER PACKAGING SOLUT 7.875 15/04/30 | 1.3% |
| ALLIANT HOLD / CO-ISSUER 6.750 15/04/28 | 1.2% |
| ENERGIZER HOLDINGS INC 4.375 31/03/29 | 1.2% |
| NOVA CHEMICALS CORP 9.000 15/02/30 | 1.2% |
| ATLAS LUXCO 4 / ALL UNI 4.625 01/06/28 | 1.2% |
| GARDA WORLD SECURITY CORPORATION 6% BDS 01/06/29 USD2000 | 1.2% |
| PEBBLEBROOK HOTEL/FINANC 6.375 15/10/29 | 1.2% |
| TENET HEALTHCARE CORP 6.125 01/10/28 | 1.2% |
Top sectors
- Services14.3%
- Leisure10.3%
- Basic Industry7.5%
- Retail7.5%
- Capital Goods7.4%
Top countries
- United States83.5%
- Canada7.2%
- Cash3.6%
- United Kingdom2.0%
- Other1.9%
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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