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AXA SUN LIFE (EX E&L) EUROPE S6 LF - Fund overview

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Overview of AXA SUN LIFE (EX E&L) EUROPE S6 LF

From March 2003 this fund has been managed by AXA Rosenberg who use systematic models with the aim of generating consistent above average returns. The approach stays close to index weightings and Rosenberg's long term returns have been good, although the process appears to work less well in periods of sharp change or sector swings.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	October, 1983
Size	£53m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	829.00p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	5.00%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.51%

Bestinvest says

No information available.

Portfolio

axa sun life (ex e&l) europe s6 lf asset allocation illustration

Allocation		Proportion

	Equity	95%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	5%

axa sun life (ex e&l) europe s6 lf equity geographic illustration

Allocation		Proportion

	UK	–
	Europe	100%
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

axa sun life (ex e&l) europe s6 lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for AXA SUN LIFE (EX E&L) EUROPE S6 LF

Investment process

The fund's aim is to achieve long term growth from a combination of income and capital growth.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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