020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

AXA GENERAL - Fund overview

No Bestinvest rating
Find rated uk all companies funds


Overview of AXA GENERAL

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AXA GENERAL does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  April, 1969
Size  £174m
Yield 0.3%
Charging basis  –
Dividends paid  8/5, 8/11.
Bid price(inc) 761.20p 6.10p
Bid price(acc) 1,295.00p 10.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.75%
Annual management charge 1.00%
Total expense ratio 1.04%
Reduction in yield (10yr) 1.11%

Bestinvest says


No information available.

Portfolio

axa general asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 0%
axa general equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
axa general equity capitalisation illustration
Allocation Proportion
Large Caps 83%
Mid Caps 16%
Small Caps 1%

Investment process


The fund's objective is to achieve capital growth with an increasing income. The portfolio will consist principally of UK equities and may include investments in either or both of North America and Japan. It may also include other classes of UK investment.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.1