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Axa Us Short Duration High Yield Fund Z Gross Acc (0P0000O8SC)
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1.610
+0.002
+0.12%
00:00:00 - Closed. Currency in GBP
Type:
Fund
Market:
United Kingdom
Issuer:
AXA Investment Managers UK Ltd
ISIN:
GB00B59VLT43
Asset Class:
Bond
- Morningstar Rating:
- Total Assets: 908.43M
AXA US Short Duration High Yield Fund Z Gross Acc
1.610
+0.002
+0.12%
- Overview
- Profile
- Historical Data
- Holdings
Axa Us Short Duration High Yield Fund Z Gross Acc Overview
On this page you'll find an in-depth profile of Axa Us Short Duration High Yield Fund Z Gross Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000O8SC among other information.
Investment Strategy
The aim of this Fund is to generate income by investing in high yield debt securities (being sub-investment grade corporate bonds) while seeking to avoid the risk of defaults. The Fund aims to deliver a return by investing at least 60 per cent of its Net Asset Value in high yield bonds (being sub-investment grade corporate bonds, meaning bonds with a rating of BB+ and below by Standard & Poor or equivalent rating by Moody’s or Fitch) with a bias towards shorter maturities (where the full repayment of the bond by the company is expected to be less than three years), issued primarily by companies with their predominant place of business in the US. The Fund may also invest in such bonds denominated in US Dollars and issued by non-US companies. The ACD seeks to reduce the effect of credit risk through diversification and its analysis and selection of bonds.
Contact Information
Address
100, Esplanade du Général de Gaulle
Paris, 92932
France
Paris, 92932
France
Phone
+33 1 44 45 70 00
Fax
Paris
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Vernard F. Bond | Portfolio Manager/Analyst | 2024 | Now |
| Biography | As a Portfolio Manager within the US high yield team in fixed income, Vern has been responsible for managing short duration strategies since 2011. Vern joined AXA IM in 2007 as a Trader primarily dealing with high yield fixed income securities and was in this role for four years. Prior to AXA IM, Vern was a member of the American Stock Exchange working as a floor broker for Kellogg Capital. Vern holds a Bachelor’s degree in Economics and History from Williams College; and he is also a CFA charterholder. | ||
| Peter V. Vecchio | Portfolio Manager | 2024 | Now |
| Biography | Peter is a portfolio manager/analyst with AXA IM. Prior to joining AXA IM in 2006, Peter was a client administrator in the asset-backed securities division of Deutsche Bank, where he managed the daily transactions for a variety of companies. Peter holds a B.A. from Williams College and has the CFA professional designation. | ||
| Carl Whitbeck | Head | 2011 | 2021 |
| Biography | Carl Whitbeck, CFA® is the Global Head of High Yield and US Active Fixed Income at AXA IM.. Mr. Whitbeck joined AXA IM in 2002 as a U.S. high yield analyst. Since joining AXA IM, he has served in various capacities within the U.S. High Yield team, including research analyst, head of research as well as portfolio manager for U.S. High Yield portfolios and several Global High Yield portfolios. Prior to joining AXA IM in 2002, Carl was an analyst in the investment banking division of Lehman Brothers, where he performed financial analysis on companies in the consumer and retail sectors, and worked on a variety of M&A and high yield transactions. Carl holds a B.A. from Williams College and has the CFA professional designation. | ||
| Peter V. Vecchio | Portfolio Manager | 2010 | 2021 |
| Biography | Peter is a portfolio manager/analyst with AXA IM. Prior to joining AXA IM in 2006, Peter was a client administrator in the asset-backed securities division of Deutsche Bank, where he managed the daily transactions for a variety of companies. Peter holds a B.A. from Williams College and has the CFA professional designation. | ||
| Robert Schumacher | Trader | 2011 | 2011 |
| Biography | "Rob is a strategist/senior portfolio manager with AXA IM, with over 30 years of capital markets experience, with hands-on experience in sale, trading, management, marketing and investment management of retail and institutional assets. Prior to joining AXA IM in 2008, Rob served as the Chief Investment Strategist at Van Kampen Investments. In 1991, Rob achieved a Lipper #1 ranking for fixed income managers. Rob holds a B.A. from DePauw University and his M.B.A. from the J.L. Kellogg School of Management at Northwestern University. " | ||
| Anne C. Yobage | Director | 2010 | 2011 |
| Biography | Anne C. Yobage, CFA, is a Director and senior portfolio manager. Ms. Yobage has specific responsibility for Short Duration High Yield mandates. Prior to co-founding SKY Harbor in 2011, Ms. Yobage was Co-Head of US High Yield and senior portfolio manager for AXA Investment Managers with responsibility for the short duration high yield strategy. Prior to AXA, Ms. Yobage was co-founder of Cardinal Capital Management; co-head of High Yield at Deltec Asset Management; and credit analyst at Kidder Peabody. Ms. Yobage holds a BA from Swarthmore College. | ||
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