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Maturities and prices

Maturities & Prices

Maturities and Prices 2013 – 2024
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 £ 
2024
Classic		 35.12 28.10 0.83425 29.30 23.44 05-Dec-24 01-Jul-29 - - -
2024 Guarantee Plus  32.87 27.42  TBC (2029)   TBC (2029)  TBC (2029) 
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 67.46  0.841231503 56.75 
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 2020 Maturity Information

AXA Shareplan 2020 Maturity: Traditional Plan

Only the Traditional Plan was available in 2020. The Plan matured on 01 July 2025 and by default the units will remain invested beyond the maturity date. If you opted to sell them on the maturity date then your sale will be processed by Equiniti and they will be responsible for returning the proceeds to you.

Maturity sale proceeds will be paid to your nominated bank account, this can take up to six weeks from the maturity date due to administration and fund/ exchange management processes.

If you wish to sell your units after the maturity date then please complete the Redemption Request Form available on the Redeeming My Units page of this site and send your completed form to Equiniti. Their email contact details are: AxaShareplanEnquiries@equiniti.com

Important tax information for UK taxpayers

The sale of your units is potentially a taxable event for Capital Gains Tax (CGT) and you may need to declare any gain you make to HMRC through self-assessment.

The Shareplan 2020 Brochure is available on the Previous Offers page. Within it is a Tax File section which contains more information on calculating potential CGT due on your gain.

Please note the annual CGT allowance is now £3,000 (for the 2025/ 2026 tax year) which is lower than quoted in the 2020 brochure and the CGT tax rates are now 18% for a basic rate tax payer and 24% for a higher rate taxpayer.

You can also find the original subscription prices for the 2020 Traditional Plan in the Maturities and Prices 2013 -2024 section above.

You may contact HMRC on 0300 200 3310 (Mon to Fri 8am to 6pm) for further assistance with declaring your gain. An online chat is also available at Self Assessment: general enquiries.

Leverage/ Guarantee Plus Gain
Scheme Year Guarantee Plus Gain
2024 No. of units * 4 * Protected Average Increase in AXA Share price OR 5% guaranteed compound minimum Euro Return
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
2024 £27.89 £4.45 18.985%
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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