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You are here: Manager factsheet

Robert Houle
AXA Investment Managers
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Manager profile
Mr. Robert Houle serves as a Co-Portfolio Manager at AXA Investment Managers Inc. and AXA IM Fixed Income Investment Strategies - US Corporate Bonds. Mr. Houle serves as Portfolio Manager at AXA World Funds - US High Yield Bonds.
Total return for Robert Houle
Manager career performance
Discrete calendar year performance : Robert Houle

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
Robert Houle 9.9 -0.6 6.3 -2.3 1.7 6.6 3.2 -1.4 33.8 0.5
Peer Group Composite 8.6 1.7 3.6 2.1 1.5 5.6 3.2 -1.3 32.2 1.8
Over / Under 1.3 -2.3 2.7 -4.4 0.2 1.0 0.0 -0.1 1.6 -1.3
Performance vs peer group composite: Robert Houle
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA US High Yield Bonds Low Carbon Lead manager FO Fixed Int - USD High Yield since Aug 13 2021 to present
AXA Global High Yield Bonds Co-managed FO Fixed Int - Global High Yield since Aug 13 2021 to present
AXA US Dynamic High Yield Bonds Co-managed (deputy) FO Fixed Int - USD High Yield since Aug 13 2021 to present
AXA World Funds US High Yield Bonds Co-managed (deputy) FO Fixed Int - USD High Yield since Aug 13 2021 to present
Funds managed previously
Fund Periods
AXA World Funds US High Yield Bonds since Jul 07 2011 to Oct 19 2017
AXA IM ACT US Short Duration High Yield Low Carbon since Sep 12 2016 to Feb 24 2022
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The best and worst funds in October By Gary Jackson  01-Nov-2024
Group AXA IM hires thematic equity portfolio manager By Patrick Sanders  14-Oct-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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