Investments update

30 September 2020

From 1 October 2020, AXA will introduce a new way to save for your future with a Master Trust called LifeSight.

As part of the move to LifeSight, the fund options in which your account is invested will also change. Over the past year, the Trustee has been reviewing the investment strategies and options available to members, with the intention of making some changes that aim to generate higher investment returns at a lower cost and provide more ethical funding options.

The move to LifeSight has now provided the opportunity to minimise the market impact of this by making the two changes at the same time.

The following documents provide further details about how the investment strategies have changed and the new fund options available to you within LifeSight.

Lifesight Investment Guide

The booklet issued to you in September about transfer to Master Trust

Fund factsheets:

AXA Diversified Fund – As this is a brand new fund being created as part of the transition to Lifesight, there is currently no performance history.  A fund factsheet will be available at the end of Q1 2021.  In the meantime a fund summary is provided.