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AXA RESERVE LF - Fund overview

No Bestinvest rating

Overview of AXA RESERVE LF

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

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	May, 2002
Size	£392m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	127.40p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

axa reserve lf asset allocation illustration

Allocation		Proportion

	Equity	3%
	High yield bonds	–
	Quality bonds	45%
	Property	23%
	Commodities	–
	Hedge	3%
	Fund cash	26%

axa reserve lf equity geographic illustration

Allocation		Proportion

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

axa reserve lf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for AXA RESERVE LF

Investment process

The fund's objective 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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