AXA Sterling Credit Short Duration Bond Z Gross Inc

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

102.90p

arrow-up0.10p (+0.10%)

Fund Code

AXTZI

B5VL0B7

GB00B5VL0B78

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.

Annual performance (%)

Year	This fund	GBP Corporate Bond - Short Term
30 Sep 14 - 30 Sep 15	0.63	1.65
30 Sep 15 - 30 Sep 16	3.72	4.98
30 Sep 16 - 30 Sep 17	0.55	1.47
30 Sep 17 - 30 Sep 18	0.40	0.52
30 Sep 18 - 30 Sep 19	2.55	3.45
30 Sep 19 - 30 Sep 20	1.46	2.10
30 Sep 20 - 30 Sep 21	1.65	1.50
30 Sep 21 - 30 Sep 22	-7.84	-10.57
30 Sep 22 - 30 Sep 23	6.95	7.22
30 Sep 23 - 30 Sep 24	8.19	8.43
30 Sep 24 - 30 Sep 25	4.95	5.43

Trailing returns (%)

Year	This fund	GBP Corporate Bond - Short Term
1 Day	0.10	0.04
1 Month	0.29	0.30
3 Months	1.42	1.57
6 Months	2.65	2.97
1 Year	5.72	6.13
3 Years annualised	5.74	6.09
5 Years annualised	2.62	2.21

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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AXA Sterling Credit Short Duration Bond Fund