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Axa Isle of Man – Defensive Bond

Wednesday, May 29, 2002

Type: Unit-linked bond

Aim: Income and growth by investing in the Liberty Ermitage asset

selection fund

Minimum investment: Lump sum £25,000

Place of registration: Isle of Man

Investment split: 100% in the Liberty Ermitage asset selection


Isa link: No

Charges: Initial 0.43% a quarter for first four years, annual

£25,000-£49,999 0.25%, £50,000-£99,999 0.2%, £100,000-£249,999

0.17%, £250,000-£499,999 0.15%, £500,000 and above 0.14%, or

initial 0.625% a quarter for first five years

Commission: Initial up to 6%, renewal up to 3%

Tel: 01624 643333


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