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You are here: Manager factsheet

Jonathan Baltora
AXA Investment Managers
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Jonathan Baltora
Manager career performance
Discrete calendar year performance : Jonathan Baltora

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Jonathan Baltora -2.1 -0.9 2.7 5.9 0.7 -1.2 1.7 10.1 4.1 1.3
Peer Group Composite -0.3 -1.0 0.2 4.8 1.4 0.0 2.9 10.7 4.8 2.2
Over / Under -1.8 0.1 2.5 1.1 -0.7 -1.2 -1.2 -0.6 -0.7 -0.9
Performance vs peer group composite: Jonathan Baltora
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA World Funds Euro Inflation Bonds Lead manager FO Fixed Int - EUR Index Linked since Nov 01 2016 to present
AXA World Funds Global Inflation Bonds Lead manager IA Global Inflation Linked Bond since Jan 02 2017 to present
AXA World Funds - Inflation Plus Lead manager FO Fixed Int - EUR Index Linked since Oct 04 2021 to present
Funds managed previously
Fund Periods
AXA World Funds Global Inflation Bonds since Sep 13 2005 to Feb 05 2017
AXA World Funds Euro Inflation Bonds since Sep 06 2005 to Oct 31 2016
AXA World Funds Global Inflation Short Duration Bonds since Feb 16 2016 to Sep 14 2023
AXA World Funds Universal Inflation Bonds since Jul 17 2012 to Nov 23 2018
AXA Global Inflation Bonds Redex since Jul 30 2018 to Sep 14 2023
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector The experts’ perfect fund pairings for investing in bonds By Jean-Baptiste Andrieux  09-Apr-2024
Group 18 managers win their first FE fundinfo Alpha Manager rating By Gary Jackson  13-Feb-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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