AXA Global High Income Z Gross Acc (FUND:B29NGF0) - Fund price

Fund Report

AXA Global High Income Z Gross Acc

Morningstar Rating™ (Relative to Category) 31/12/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Global High Yield Bond - GBP HedgedClick here to see our Methodology
3-YearAbove AverageAverage4 Stars
5-YearHighAverage5 Stars
10-YearHighLow5 Stars
OverallHighBelow Average5 Stars
Modern Portfolio Statistics 31/12/2020
 Standard Index
ICE BofA Global High Yield Constrained TR HGBP
Best Fit Index
ICE BofA Gbl HY Constnd TR HGBP
3-Yr R-Squared97.4397.43
3-Yr Beta0.960.96
3-Yr Alpha-0.22-0.22
Return/Risk Analysis 31/12/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation16.129.637.98
3-Yr Mean Return6.434.486.49
Sharpe Ratio0.370.400.73
Sortino Ratio---
Positive Months92645
Negative Months31015
Worst Month-12.95-12.95-12.95
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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