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Axa Framlington – Equity Income Fund

Axa Framlington

Equity Income Fund

Type: Unit trust

Aim: Income and growth by investing in UK equities and convertible shares

Minimum investment: Lump sum £1,000, monthly £50

Investment split: Financials 22.9%, industrials 21.5%, consumer services 8.6%, consumer goods 8.5%, oil & gas 7.8%, healthcare 7.4%, telecommunication services 5.8%, utilities 5.5%, basic materials 3.8%, cash 4.5%

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0845 766 0184


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