Everything you need to know about this investment type
Find out everything you need to know about being an AXA shareholder.

    
    Investment Objective

To provide our customers with the opportunity for higher growth in the unit price over the long term but with potential for significant volatility. 

    
    Asset Class Mix

This Investment Type suits customers who have High tolerance to risk. They are aware that there may be significant volatility in the unit price. They understand that there is significantly increased potential for growth but with a greatly increased level of risk. 

    
    Customer Risk Profile

This Investment Type suits customers who have High tolerance to risk. They are aware that there may be significant volatility in the unit price. They understand that there is significantly increased potential for growth but with a greatly increased level of risk.

Key Information

-4.74%

Month to Date (MTD)

5.45%

Year to date (YTD)

64.77Million

Fund Size (NAV)

17.44

Unit Price

YOY Performance 10 years
Historical Unit Price Performance
Investment Allocation
  • Cash
    5.9 %
  • Deposits
    0.1 %
  • Treasury Bills
    8.1 %
  • Bonds
    16.5 %
  • Investment Certificates
    0.2 %
  • Equities
    69.2 %
Disclaimer
 AXA Investment Types have been designed to suit the needs of customers who want to save for a minimum term of 10 years. Individuals with different objectives should seek alternative investments
Footnotes
 *A cumulative return on an investment is the aggregate amount that the investment has gained or lost over time

MTD = (end of current month unit price/end of previous month unit price)-1
YTD = (end of current month unit price/end of previous year unit price)-1