AXA Sterling Credit Short Duration Bond Fund

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AXA Fixed Interest Investment ICVC - AXA Sterling Credit Short Duration Bond Fund ZGrossAccumulation

A Select 50 Fund - Fidelity insight

Category GBP Corporate Bond - Short Term

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

144.90p

arrow-up0.00p (+0.00%)

Fund Code

AXTZA

B5L2N22

GB00B5L2N222

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The aim of this Fund is to provide an income return combined with any capital growth over the short term (being a period of three years or less). The Fund invests at least 70% of its Net Asset Value in sterling-denominated or hedged back to sterling investment grade bonds (meaning bonds with a Standard & Poor's rating of at least BBB- or such equivalent rating by Moody's or Fitch), which are issued by companies with a bias towards shorter maturities with the aim of reducing the effect of fluctuations in interest rates. The ACD seeks to reduce the effect of credit risk through diversification and its analysis and selection of bonds.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

AXA Investment Managers UK Ltd

Fund launch date

12 Nov 2010

Domicile

United Kingdom

UCITS

Yes

Lead manager

Nicolas Trindade

Lead manager start date

23 Jul 2012

Lead fund manager biography

Fund manager

Phil Roantree

Manager start date

12 Nov 2010

Fund manager biography

Phil Roantree headed the Investment Grade Credit team at Aberdeen and has more than 19 years' investment experience. Under his management the Aberdeen Sterling Bond Unit Trust won the Bloomberg Investment Week Corporate Bond Fund of the Year Award in both 2000 and 2001. The fund was subsequently transferred to New Star and renamed the New Star Sterling Bond Unit Trust. Phil is currently rated 'A' by Citywire.

Head office

22 Bishopsgate

London

United Kingdom

EC2N 4BQ

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