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AXA WF Defensive Optimal Income A C EUR

Ranked 202 out of 2147 in - Flexible EUR over 12 months
All calculations are in USD unless stated

Managed by

Serge Pizem

Objective

The Sub-Fund seeks to achieve medium term capital growth by investing in a diversified portfolio of broad asset classes, through a defensive approach aiming to limit the annualised volatility at 5%. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in a set of equities (up to 35% of the net assets of the Sub-Fund) and/or transferable debt securities issued by any governments, companies or public institutions in OECD countries.

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

Performance

Flexible EUR over : 31/03/2017 - 31/03/2018
  • Rank 202/2147 Total Return
  • Rank 870/2147 Standard Deviation
  • Rank 198/2147 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.5%
2017 19.8% 2.7% 8.1% 6.2% 1.7%
2016 3.2% 5.0% 0.9% 3.1% -5.5%
2015 -11.6% -7.1% 0.4% -4.3% -1.1%
2014 -7.5% 1.8% 2.2% -6.8% -4.6%
2013 6.6% 0.2% -2.1% 5.2% 3.4%
2012 11.6% 8.9% -4.8% 5.7% 1.9%
2011 -3.9% 4.3% 1.5% -11.4% 2.5%
2010 -2.8% -1.6% -14.0% 12.4% 2.1%
2009 19.1% -6.9% 10.4% 14.0% 1.6%
2008 -22.4% 5.0% -2.0% -14.5% -11.8%
2007 8.1% 2.2% 1.2% 3.6% 0.9%
2006 15.3% 9.3% 0.0% -0.7% 6.3%
2005 0.7% -1.6% -2.8% 4.0% 1.3%
2004 13.6% 0.5% -1.2% 0.9% 13.4%
2003 27.3% -1.5% 12.5% 1.8% 12.8%
2002 -1.1% -2.0% 3.7% -9.6% 7.7%
2001 -14.5% -10.4% -2.8% -6.0% 4.4%
2000 -7.6% -1.2% -2.0% -6.9% 2.5%
1999 -1.4% 1.2% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date18/01/1999
  • Share Class size124Mn
  • Base currencyEUR
  • ISIN LU0094159042

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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