AXA Managed Income Fund

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AXA Managed Income Fund Z Gross Inc

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

107.80p

arrow-up0.00p (+0.00%)

Fund Code

FMIZI

B71DB36

GB00B71DB365

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The aim of this Fund is to produce an income return with potential for long-term growth of capital (being a period of five years or more). The Fund invests at least 80% in bonds issued in or hedged back to Sterling by companies and governments which the Manager believes will provide an income return. The Fund may invest in investment grade bonds (meaning bonds with a rating of at least BBB- by Standard & Poor or equivalent rating by Moody’s or Fitch), or sub-investment grade 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

22 Jun 2011

Domicile

United Kingdom

UCITS

Yes

Lead manager

Phil Roantree

Lead manager start date

22 Jan 2024

Lead 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.

Fund manager

Nick Hayes

Manager start date

31 Jan 2024

Fund manager biography

Nick Hayes joined New Star in 2002 and has developed his fund management skills alongside his highly-rated fixed income colleagues, James Gledhill and Philip Roantree. Prior to joining New Star, Nick worked at WPP Group. Nick holds a BA in French and Spanish from Trinity College, Dublin.

Head office

22 Bishopsgate

London

United Kingdom

EC2N 4BQ

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