Marwood sticks with short-term bond strategy

September 2015
Money Marketing;9/24/2015, Issue 1502, p34
The article discusses the short-term bond strategy of assets manager Axa Investment Managers' fund manager Richard Marwood that had an inactive approach" and had delivered average performance recently. Topics discussed includes Axa IM Distribution fund, approach in the bond section of the portfolio and Lifetime Distribution fund.


Related Articles

  • Axa IM's Marwood sitting on cash. Yarker, Jon // Money Marketing (Online Edition);9/12/2013, p35 

    The article reports that Richard Marwood, fund manager at the company Axa Investment Management, has revealed that the firm is waiting for improvements in the bond market before reinvesting. He states that the company didn't reinvest in the market as bonds are expensive but is planning to invest...

  • Morningstar downgrades 'inactive' Axa Distribution fund. Suter, Laura // Fundweb;9/4/2015, p1 

    The article offers information on the downgradation of Axa Distribution fund run by Richard Marwood to neutral rating by Morningstar Inc., an investment research and investment management firm, due to its "inactive approach" to management and average performance. It presents the views of manager...

  • Axa IM Distribution fund underweight on conventional UK gilts. Akhtar, Tanzeel // Fundweb;11/2/2012, p11 

    The article reports that fund manager Richard Marwood of Axa Investment Managers has kept his underweight position on conventional British gilts in the 808.2 million pounds Axa Distribution fund.

  • AXA IM - RE targets sustainable assets. Peace, Alexander // EG: Estates Gazette;11/7/2015, Issue 888, p03 

    The article reports that AXA Investment Managers--Real Assets is looking to achieve certification for three-quarters of its assets under management with reputable sustainability labels by 2030.

  • Axa's Marwood sits on cash awaiting bond improvement. Yarker, Jon // Fundweb;9/9/2013, p4 

    The article reports that Richard Marwood, fund manager of Axa Investment Management is waiting on bond markets to improve before reinvesting. Presently, Marwood is biding before reinvesting capital. He holds government index-linked gilts within his portfolio and a large amount of these mature in...

  • Asset allocation: Axa IM's Marwood defends Morningstar downgrade. Suter, Laura // Fundweb;9/25/2015, p1 

    The article reports that Richard Marwood of Axa Investment Managers (IM) has defended research house Morningstar's rating downgrade for the Axa IM Distribution fund. Morningstar said that the downgrade was due to the fund's inactive approach and average performance. Marwood explains the fund's...

  • Axa targeting retail market with bond fund.  // Money Marketing;2/5/2004, p26 

    Reports on the introduction of corporate bond fund in Great Britain by Axa Investment Managers. Management of the corporate bond fund by Neil Sutherland; Investments on corporate bonds; Assessment of the extra-income bond.

  • Axa unveils £40m global strategic bond Sicav.  // Fund Strategy;5/21/2012, p1 

    The article reports that Axa Investment Managers has launched the Axa WF Global Strategic Bond fund, Sicav worth 40 million pounds in Europe. It mentions that the fund was launched for Nick Hayes, the manager of the Sterling Corporate Bond and Sterling Strategic Bond funds. It mentions that...

  • AXA Launches New Euro HY Fund. Sheahan, Matthew // High Yield Report;9/12/2011, p8 

    The article provides a brief information on the high yield euro or British pound bonds that AXA European Short Duration High Yield Fund will concentrate on with an interest return of 5 to 6%.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics