Axiom European Banks Equity IC EUR(v)

The objective of this Fund is to achieve, over a minimum 5-year investment horizon, a return (net of management fees) similar to or greater than that of its benchmark (Stoxx Europe 600 Banks Net Return).

The Fund primarily invests in equity securities issued by European financial institutions, with a focus on large capitalization companies. A minimum of 75% of the Fund's net assets will be constantly invested in issuers from the financial industry of any market capitalization domiciled in any EU member state as well as Norway and Iceland.

The Fund may be exposed to currency risk as part of its assets may be denominated in currencies other than the base currency. Additionally, the Fund's management company has full discretion over the composition of the portfolio, which may lead to exposure to companies, countries, or sectors not included in the Benchmark. Arbitrage operations may also be executed depending on market conditions and opportunities, which could introduce additional risks.

https://www.axiom-ai.com/en/our-funds/detail/LU1876459568