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AXA Optimal Income

Ranked 301 out of 2147 in - Flexible EUR over 12 months
All calculations are in USD unless stated

Managed by

Serge Pizem

Objective

The objective of the fund is to seek for performance that is mainly correlated to European equity and bond markets by implementing a dynamic and discretionary management strategy that focuses primarily on the selection of financial instruments through the financial analysis of issuers.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible EUR over : 31/03/2017 - 31/03/2018
  • Rank 301/2147 Total Return
  • Rank 1419/2147 Standard Deviation
  • Rank 878/2147 Max Drawdown
Fund Name Currency Return
301 Aguarena Investissement USD

18.5%

301 AXA Optimal Income USD

18.5%

303 MCA Le Logis USD

18.4%

303 DJE Golden Wave USD

18.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.8%
2017 24.1% 5.6% 8.8% 6.7% 1.3%
2016 -1.6% 1.2% -2.9% 4.1% -3.7%
2015 -6.1% -2.3% 2.0% -6.5% 0.8%
2014 -10.0% 0.7% 1.8% -8.6% -4.0%
2013 12.9% 0.9% 0.5% 8.0% 3.1%
2012 9.2% 7.0% -6.3% 4.3% 4.4%
2011 -5.8% 8.3% 2.4% -12.9% -2.3%
2010 1.9% -2.8% -13.7% 18.5% 2.6%
2009 11.4% -10.3% 9.2% 13.4% 0.2%
2008 -26.9% 2.1% -0.6% -17.6% -12.7%
2007 15.2% 2.7% 5.0% 2.7% 4.0%
2006 26.4% 6.8% 4.0% 3.1% 10.4%
2005 -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date08/07/2005
  • Share Class size1,139Mn
  • Base currencyEUR
  • ISIN FR0010188342

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).