Posted inHead To Head

HEAD-TO-HEAD: Aviva Investors versus Axa IM

FSA compares two global high yield fixed income products: the Axa Global High Yield Bond Fund and the Aviva Global High Yield Bond Fund.
by Rupert Walker

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MANAGER REVIEW

The Axa Global High Yield product is managed by James Gledhill, responsible for the European high yield exposure in the portfolio and Carl Whitbeck, who focuses on the US high yield exposure.  They are supported by two portfolio managers/credit analysts in the US and one in the UK, who help them with the day-to-day management of the portfolios and also cover specific sectors.

“Moreover, the team has access to an experienced high yield credit analyst team of 12 members plus the wider credit resources of AXA,” said Gkeka.

“The European and US teams have worked closely and successfully together for many years,” she said.

The Aviva Global High Yield Fund also benefits from an experienced portfolio management and credit analyst team. Kevin Mathews has been lead manager of the strategy since 2015, while Brent Finck and Sunita Kara are focusing on US and European markets respectively and have been comanagers since 2013.

The credit analyst team (covering both high yield and investment grade) has 28 members with an average industry experience of around 15 years, according to Gkeka.

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