Axiom Lux - Axiom Obligataire M CHF (0P0001FKQR)

Overview

The unnamed compartment described here is a financial investment vehicle with a focused objective of delivering returns to its investors over a minimum period of 3 years. Its target is to achieve a performance net of management fees that is comparable or superior to the combined benchmarks of the ICE BofAML Euro Financial Index (40%), ICE BofAML Euro Corporate Index (40%), and ICE BofAML Contingent Capital Index (20%). This indicates a strategic diversification in its investment allocations focusing on the European financial, corporate, and contingent capital sectors to mitigate risks and optimize returns.

Products and Services

• ICE BofAML Euro Financial Index (40%)

  This is a benchmark that reflects the performance of European financial securities and represents a significant portion of the compartment's investment strategy. By targeting this sector, the fund aims to capitalize on the growth and stability of financial institutions across Europe.

• ICE BofAML Euro Corporate Index (40%)

  Another principal benchmark for the compartment, this index gauges the performance of investment-grade corporate bonds issued in the Eurozone. The focus on this index allows the compartment to benefit from the corporate debt market, diversifying its investment portfolio and potentially offering stable returns.

• ICE BofAML Contingent Capital Index (20%)

  This index measures the performance of contingent convertible bonds (CoCos). Allocating a portion of its resources to this index, the compartment is engaging in a more speculative investment strategy, aiming to enhance yield through instruments that can convert into equity or be written down upon certain triggers related to the capital adequacy of issuing banks. This addition introduces higher risk but also the opportunity for higher returns compared to traditional fixed-income securities.