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Maturities and prices

Maturities & Prices

Maturities and Prices 2013 – 2023

AXA Shareplan Maturity: Leverage Gain & income tax and employee NICs payable values

Shareplan Year Reference Price € Subscription Price € Subscription FX Rate  Reference Price £  Subscription Price £  Date of Purchase Maturity Date Leverage Maturity Share Price € Maturity FX Rate Leverage Maturity Share Price £ 
2023
Classic 		 28.41   22.73  0.8639  24.54 19.64 24-Nov-23 03-Jul-28 -  -   -  
2023 Guarantee Plus   26.25  22.68  TBC (2028)   TBC (2028)  TBC (2028) 
2022 Classic (Traditional)  23.93   19.15  0.8773  20.99 16.80
25-Nov-22 01-Jul-27 -  -   -  
2022 Guarantee Plus   22.16  19.44  TBC (2027)   TBC (2027)  TBC (2027) 
2021 Traditional  23.57   18.86  0.84878  20.01 16.01
26-Nov-21 01-Jul-26 -  -   -  
 2021 Leverage  21.98  18.66  TBC (2026)   TBC (2026)  TBC (2026) 
2020 Traditional  17.20  13.76 0.91608 15.76 12.61 27-Nov-20  01-Jul-25 -  -   -  
 2020 Leverage The Leverage Plan was not offered in 2020 N/A
 N/A  N/A
2019 Traditional  22.87   18.30  0.8798  20.12 16.10  29-Nov-19   01-Jul-24 -  -   -  
 2019 Leverage  21.73  19.12  TBC (2024)   TBC (2024)  TBC (2024) 
2018 Traditional   23.19  18.56  0.88045  20.42  16.34  30-Nov-18  01-Jul-23  -  -  -
2018 Leverage  21.83  19.22  41.42  0.846394888  35.06
 2017 Traditional   25.23  20.19  0.8971 22.63  18.11  01-Dec-17  01-Jul-22  -  -  -
2017 Leverage 22.96 20.60 22.96
 0.845701522
 19.42
2016 Traditional   19.40  15.53  0.9043  17.54  14.04  02-Dec-16  01-Jul-21  -  -  -
2016 Leverage  17.73  16.03  19.21 0.849284899  16.31
 2015 Traditional   22.17  17.74  0.7351  16.30  13.04  27-Nov-15  01-Jul-20  -  -  -
2015 Leverage  20.27  14.90  20.27  0.892258545 18.09
 2014 Traditional   18.43  14.75  0.7904  14.56  11.66  05-Dec-14  01-Jul-19  -  -  -
2014 Leverage  16.44  12.99 39.57  0.893761302  35.37
 2013 Traditional   17.97  14.38  0.854  15.34  12.28 06-Dec-13  02-Jul-18  -  -  -
2013 Leverage  15.64  13.35 24.51
 0.881506868 21.60
Shareplan 2019 Maturity

AXA Shareplan 2019 Maturity: Leverage Gain & income tax and employee NICs payable values (These are estimated values as at 15 April 2024 based on unit value and £:€ exchange rate on that date, final values will be shown following the maturity on the 1st July).

Original Investment Amount £ Taxable Gain Estimated Tax & NICs at
 Basic Rate  Higher Rate  Additional Rate
£100 £202 £57 £85 £95
£250 £505 £141 £212 £237
£500 £1,010 £283 £424 £475
£1,000 £2,019 £565 £848  £949
£2,500 £5,048 £1,413 £2,120 £2,373
£5,000 £10,097 £2,827  £4,241  £4,746


Important information for employees that have left AXA under a sale/TUPE transfer since making their original LEVERAGE investment.

AXA has completed a number of business sales, which for some would have resulted in a change of employing company, since the 2019 Shareplan scheme was launched.

Below is a table which outlines how your leverage returns will be processed and what information is required from you, which will differ based on your own personal circumstances.

Architas sale to Liontrust

Employment status Who will process the return of my investment How do I complete the form?
I am currently employed by Liontrust and will remain so after 31 July 2024 Liontrust If you want to sell all of your investment you need do nothing. If you want to make a reinvestment, return the form and place a tick in the ‘I am a current employee’ box
I moved to Liontrust but left after 30 October 2020 or will have left on or before 31 July 2024 Liontrust Return your form with your investment choice, enter a tick in the ‘I will no longer be employed box’ and enter your bank details

TUPE transfer to Cognizant

Employment status Who will process the return of my investment How do I complete the form?
I am currently employed by Cognizant and will remain employed by them after 31 July 2024 Cognizant If you want to sell all of your investment you need do nothing. If you want to make a reinvestment, return the form and place a tick in the ‘I am a current employee’ box
I moved to Cognizant on 1 October 2022 but will have left on or before 31 July 2024 Cognizant Return your form with your investment choice, enter a tick in the ‘I will no longer be employed box’ and enter your bank details
Leverage/ Guarantee Plus Gain
Scheme Year Guarantee Plus Gain
2023 No. of units * 4 * Protected Average Increase in AXA Share price OR 5% guaranteed compound minimum Euro Return
2022 No. of units * 4 * Protected Average Increase in AXA Share price OR 3% guaranteed compound minimum Euro Return

Scheme Year Percentage of Leverage Gain Gain Calculation
2021 Up to 65% Variable coefficient applies No. of Units * 10 * 65% * [reference price/((50% * final price) + (50% * reference price))] * (final share price - reference price) 
2020 The Leverage Plan was not offered in 2020
2019 Up to 75% Variable coefficient applies   No. of Units * 10 * 75% * [reference price/((50% * final price) + (50% * reference price))] * (final share price - reference price) 
2018
Up to 75% Variable coefficient applies 
 No. of Units * 10 * 75% * [reference price/((50% * final price) + (50% * reference price))] * (final share price - reference price)
2017
Up to 75% Variable coefficient applies 
 No. of Units * 10 * 75% * [reference price/((50% * final price) + (50% * reference price))] * (final share price - reference price)
2016
Up to 75% Variable coefficient applies 
 No. of Units * 10 * 75% * [reference price/((50% * final price) + (50% * reference price))] * (final share price - reference price)
2015 Up to 75% Variable coefficient applies No. of Units * 10 * 75% * [reference price/((25% * final price) + (75% * reference price))] * (final share price - reference price)
2014 Up to 75% Variable coefficient applies No. of Units * 10 * 75% * [reference price/((25% * final price) + (75% * reference price))] * (final share price - reference price)
2013 75% No. of Units * 10 * 75% * (final share price - reference price)
Traditional Plan/ Classic Offer

Traditional Plan/ Classic Offer: Discount vs Subscription Price


Scheme Year AXA Closing Price Discount vs. Subscription Price Percentage of original £ Investment
2023 £24.67 £5.03 25.611%
2022 £23.56 £6.76 40.240%
2021 £20.56 £4.55 28.420%
2020 £17.66 £5.05 40.048%
 2019   £21.05   £4.95   30.745%
 2018   £19.10   £2.76    16.876% 
 2017   £22.19   £4.08    22.529% 
2016  £18.71
  £4.67
  33.296%
2015 £17.98 £4.94 37.88%
2014 £14.42 £2.76 23.67%
2013 £15.57 £3.29 26.79%
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