So how can you invest in short duration?

AXA Investment Managers offers a range of short duration strategies which aim to meet your clients’ needs, whether they are looking for a higher yield or to combat inflation. Our short duration strategies generally invest in bonds with maturities of five years or less, and seek to capture high current income with low overall volatility.

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Why should investors allocate to short duration?

INVESTMENT GRADE

For investors looking to take the first step on the credit ladder. These strategies offer a yield enhancement to a cash alternative, while at the same time aiming to minimise overall volatility.

US CREDIT SHORT DURATION INVESTMENT GRADE STRATEGY

Access a steady income potential from diversified sectors across the improving US economy
Lower portfolio volatility and interest rate sensitivity relative to the all-maturities market
Benefit from an active approach aiming to mitigate the risk of capital losses

Fund Manager:
Frank Olszewski
Launched: 2013

EURO CREDIT SHORT DURATION STRATEGY

Access potential incremental returns in a challenging low yield environment
Benefit from less volatility compared with the all-maturities market
Diversify your sources of yield with investments across sectors, seniority and geographic regions

Fund Manager:
Boutaina Deixonne
Launched: 2009

EMERGING AND ASIA

For investors looking to participate in diversifying asset classes through a volatility mitigation and high carry strategy, with the added feature of tactical local currency allocation.

EMERGING MARKETS SHORT DURATION STRATEGY

Access the higher returns potential of emerging markets while aiming to minimise volatility
Diversify your sources of yield with a mix of bonds across 40 countries
Benefit from experienced emerging market investors in the search for yield

Fund Manager:
Sailesh Lad
Launched: 2012

ASIAN SHORT DURATION BONDS STRATEGY

Access the fast-growing and diverse Asian credit markets
Take Advantage of the lower volatility of shorter maturity bonds than the all-maturities market
Benefit from a local team seeking attractive opportunities throughout market cycles

Fund Manager:
Jim Veneau
Launched: 2015

CHINA SHORT DURATION BONDS STRATEGY

Access the higher returns potential of China’s rapidly growing bond market
Focus on risk mitigation through our short duration approach
Benefit from an experienced local team with insight to opportunities in both onshore and offshore China bonds

Fund Manager:
Jim Veneau
Launched: 2017

HIGH YIELD

For investors seeking the opportunity to capture an attractive income and carry from the high yield asset class, while mitigating volatility.

US SHORT DURATION HIGH YIELD STRATEGY

Seek Returns from a diversified pool of high yield companies with improving credit characteristics
Minimise portfolio volatility compared to the all-maturities high yield market
Access the expertise of a team which has managed high yield through multiple market cycles

Fund Manager:
Carl Whitbeck
Launched: 2010

AXA FIIS EUROPE SHORT DURATION HIGH YIELD

Seek Returns from a diversified portfolio of European high yield companies in a low yield environment
Mitigate against market volatility and capital losses with our approach that targets low default rates
Access the expertise of a team which has managed high yield through multiple market cycles

Fund Manager:
James Gledhill
Launched: 2011

INFLATION

For investors looking to mitigate the impact of both inflation and volatility on their portfolio, while participating in a diversifying asset class.

AXA WORLD FUNDS GLOBAL INFLATION SHORT DURATION BONDS

Benefit from the potential of higher global inflation while lowering volatility relative to the all-maturities market
Diversify your portfolio with access to global opportunities
Take advantage of our scale in the global inflation-linked market

Fund Manager:
Jonathan Baltora
Launched: 2016

GLOBAL

AXA GLOBAL SHORT DURATION BOND FUND

Benefit from global diversification and dynamic asset allocation
Aim to reduce drawdowns during market downturns
Focus on portfolio liquidity to lower transaction costs

Fund Manager:
Nicolas Trindade
Launched: 2017