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AXA Obligations Europeennes D

Ranked 108 out of 135 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Olivier Vietti

Olivier Vietti is global rates portfolio manager at AXA Investment Managers based in Paris. He joined the firm in 2012 as a portfolio manager in the Euro Rates and Aggregate team and prior to this, Olivier managed Euro Aggregate benchmarked and total return funds at Natixis Asset Management. He graduated from the University of Cergy-Pontoise with an MA in Finance.

Objective

The objective of the fund is looking for performance correlated mainly to European Bond markets through the implementation of a dynamic and discretionary management based in particular on the analysis of yield curves, foreign exchange rates and the credit risk of issuers. The allocation is based on a discretionary management process. The strategy is using an active management of securities issued or guaranteed by European States or bonds of European corporate issuers.

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

Performance

Europe over : 31/12/2016 - 31/12/2017
  • Rank 108/135 Total Return
  • Rank 119/135 Standard Deviation
  • Rank 115/135 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 -0.5% -0.9% -0.2% 0.1% 0.5%
2016 1.2% 2.3% 1.7% 0.4% -3.1%
2015 1.5% 5.7% -5.5% 1.7% 0.0%
2014 14.9% 3.7% 3.2% 3.6% 3.7%
2013 0.1% -0.4% -1.6% 1.6% 0.6%
2012 8.2% 2.1% 1.5% 3.1% 1.3%
2011 5.4% -1.7% 0.7% 5.3% 1.2%
2010 3.6% 2.1% 3.5% 1.5% -3.3%
2009 3.3% 0.6% 1.0% 1.5% 0.2%
2008 4.2% 0.7% -3.1% 3.6% 3.1%
2007 -0.7% -0.6% -2.8% 2.0% 0.8%
2006 -1.1% -2.3% -0.8% 2.7% -0.6%
2005 5.5% 1.4% 3.7% 0.3% 0.0%
2004 6.6% 3.1% -1.1% 2.2% 2.3%
2003 2.2% 1.0% 2.0% -0.2% -0.6%
2002 7.1% -0.7% 1.9% 4.6% 1.2%
2001 5.5% 2.0% -0.3% 2.5% 1.2%
2000 6.9% 2.6% -0.1% 1.8% 2.5%
1999 0.0% 2.1% -1.0% -1.9% 0.8%
1998 10.1% 3.8% 1.1% 2.1% 2.8%
1997 10.4% 1.3% 4.7% 1.6% 2.5%
1996 12.8% 1.6% 2.3% 3.9% 4.4%
1995 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date29/10/1986
  • Share Class size35Mn
  • Base currency
  • ISIN FR0000172090

Purchase Info

  • Min. initial investment0.0001
  • Min. regular additional investment0.0001

Charges

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