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Axa Im Fixed Income Investment Strategies - Us Short Duration High Yield B Capitalisation Usd (0P0000IKJC)

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182.100 +0.070    +0.04%
19/01 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  Italy
Issuer:  AXA Funds Management S.A.
ISIN:  LU0211118053 
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 4.75B
AXA IM Fixed Income Investment Strategies - US Sho 182.100 +0.070 +0.04%
Category

USD High Yield Bond

Total Assets

4.75B

Expenses

0.85%

Inception Date

Dec 27, 2006

Investment Strategy

The Sub-Fund will seek to invest in high yield, fixed-income corporate debt securities and, to a lesser extent, preferred stocks which offer, in the view of the Investment Manager, a high return, without excessive risk, at the time of purchase. The Sub-Fund will invest primarily in lower quality corporate bonds, some of which may be purchased at a discount to face value and may, therefore, offer a potential for capital appreciation as well as high current income. Conversely, some bonds may be purchased at a premium in order to obtain a high yield, and the Sub-Fund may realize a capital loss on their disposition.

Contact Information

Address 49, Avenue J.F. Kennedy
Luxembourg, 1855
Luxembourg
Phone -
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Top Executives

Name Title Since Until
Vernard F. Bond Portfolio Manager/Analyst 2021 Now
Biography As a Portfolio Manager within the US high yield team in fixed income, Vern has been responsible for managing short duration strategies since 2011. Vern joined AXA IM in 2007 as a Trader primarily dealing with high yield fixed income securities and was in this role for four years. Prior to AXA IM, Vern was a member of the American Stock Exchange working as a floor broker for Kellogg Capital. Vern holds a Bachelor’s degree in Economics and History from Williams College; and he is also a CFA charterholder.
Peter V. Vecchio Client Administrator - ABS Division 2011 Now
Biography Peter is a portfolio manager/analyst with AXA IM. Prior to joining AXA IM in 2006, Peter was a client administrator in the asset-backed securities division of Deutsche Bank, where he managed the daily transactions for a variety of companies. Peter holds a B.A. from Williams College and has the CFA professional designation.
Carl Whitbeck Head 2011 2021
Biography Carl Whitbeck, CFA® is the Global Head of High Yield and US Active Fixed Income at AXA IM.. Mr. Whitbeck joined AXA IM in 2002 as a U.S. high yield analyst. Since joining AXA IM, he has served in various capacities within the U.S. High Yield team, including research analyst, head of research as well as portfolio manager for U.S. High Yield portfolios and several Global High Yield portfolios. Prior to joining AXA IM in 2002, Carl was an analyst in the investment banking division of Lehman Brothers, where he performed financial analysis on companies in the consumer and retail sectors, and worked on a variety of M&A and high yield transactions. Carl holds a B.A. from Williams College and has the CFA professional designation.
Thomas Kelleher high yield credit Analyst 2004 2011
Biography "Tom is a senior portfolio manager with AXA IM, with 25 years of fixed income and 19 years of high yield bond market experience. Prior to joining AXA IM in 2001, Tom was a managing director of Cardinal Capital, where he served as high yield portfolio manager/research analyst. Prior to joining Cardinal Capital, Tom was a high yield credit analyst at Deltec Asset Management. Before joining Deltec, Tom was an assistant vice president of Discount Corporation of New York and was responsible for trading U.S. Treasury securities. Tom holds a B.A. from Amherst College. "
Anne C. Yobage Director 2004 2011
Biography Anne C. Yobage, CFA, is a Director and senior portfolio manager. Ms. Yobage has specific responsibility for Short Duration High Yield mandates. Prior to co-founding SKY Harbor in 2011, she was Co-Head of US High Yield and senior portfolio manager for AXA Investment Managers with responsibility for the short duration high yield strategy. Her prior experience includes: co-founder of Cardinal Capital Management; co-head of High Yield at Deltec Asset Management; and credit analyst at Kidder Peabody. She holds a BA from Swarthmore College.
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