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AXA IOM DEFERRED DISTRIBUTION LF - Fund overview

No Bestinvest rating

Overview of AXA IOM DEFERRED DISTRIBUTION LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AXA IOM DEFERRED DISTRIBUTION 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	June, 2000
Size	£314m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	164.49p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	0.50%
Total expense ratio	0.50%
Reduction in yield (10yr)	0.50%

Bestinvest says

No information available.

Portfolio

axa iom deferred distribution lf asset allocation illustration

Allocation		Proportion

	Equity	54%
	High yield bonds	0%
	Quality bonds	4%
	Property	–
	Commodities	–
	Hedge	43%
	Fund cash	-1%

axa iom deferred distribution lf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	–

axa iom deferred distribution lf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for AXA IOM DEFERRED DISTRIBUTION LF

Investment process

To invest in a broad spread of UK assets, including ‘blue chip' company shares and Government stocks, most notably index-linked gilts which can help the Fund reduce the volatility normally associated with UK equities. The Fund is called ‘Deferred' because all the interest and dividends are automatically reinvested.

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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