AXA People & Planet Equity Class Z - Income (GBP)

In some cases the ongoing savings are provided by our loyalty bonus. Loyalty bonuses are tax-free in an ISA or SIPP. However, they may be subject to tax in a Fund & Share Account which would, in effect, reduce their value and increase the net ongoing charge.

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

The Wealth Shortlist features funds our analysts believe have the potential to outperform their peers over the long term. If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

This fund has a dual objective: it aims to make a measurable positive impact on society (people) and the environment (planet) while also providing capital growth over the long term. Our targeted outcomes: Energy Transition - Moving towards a low-carbon economy; Biodiversity Protection - Halting biodiversity loss; Social Progress - Improving living standards for all. We aim to make an impact on our targeted outcomes in two ways: Asset contribution – Investing in companies listed in developed and emerging markets providing products or services that directly support one or more of our targeted outcomes; and are widely available and produced at scale. Investor contribution – Actively engaging with the companies we invest in to help enhance their impact on our targeted outcomes and providing additional capital. We recognise that there may be unintended negative consequences of pursuing our impact goals; for example, in the context of healthcare solutions, treatments for serious conditions like diabetes and obesity may be misused for cosmetic weight-loss purposes, risking unnecessary side effects and diverting care from patients. We aim to minimise these negative impacts by taking a comprehensive view of a company's overall impact before investing, including considerations on supply chain and product life cycle.

Sustainability Impact funds invest mainly in companies providing solutions to sustainability problems, with an aim to achieve a positive impact for people or the planet. Examples may include social housing companies.

Historic yield :	0.29%
Income paid:	Annually
Type of payment:	Dividend
Ex-dividend date:	1 December 2025
Payment date:	31 January 20264

This data is provided by Broadridge. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision. All yields are variable and not guaranteed. Information correct as at 30 June 2025.