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Axa Isle of Man – Autobalancing Fund

Axa isle of Man

Autobalancing Fund

Type: Unit-linked fund for investors in Axa Isle of Man offshore bonds

Aim: Growth by investing in a structured product that switches between four market sectors and a money market fund depending on market volatility

Minimum investment: Lump sum £2,500

Investment split: Up to 25% Axa EasyETF Global Titans 50, up to 25% Dax Global Bric index, up to 25% GPR/ABN Amro Global top 30 Reit property World index, up to 25% Rogers International Commodity index, up to 100% RBS global treasury GBP fund

Place of registration: Isle of Man

Charges: Annual 1.5% plus wrapper product charges

Commission: Dependent on wrapper product




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