Axiom Equity – Class C
Over a 5-year horizon, Axiom Equity seeks to outperform the Stoxx Europe 600 banks index.
The fund is permanently exposed to equities, with at least 75% of total assets invested in the European Union financial sector.
ISIN code : FR0011689363
Result allocation : Capitalisation
Currency : Euro
Legal form : Mutual fund under French Law
AMF classification : International equities
Inception date : 25 mars 2014
Benchmark : Stoxx Europe 600 Banks Net Return
Management fees : 2%
Performance fees : 20% above the benchmark
Subscription fees : 2% maximum
Redemption fees : 2% maximum
Minimum subscription : 1 Unit
Valuation : Daily
Settlement date : D+3
Registration countries : France, Switzerland
The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. Investors may lose some or all of their capital, as the capital in the UCI is not guaranteed. Access to the products and services presented herein may be restricted for some individuals or countries. Taxation depends on the situation of the individual. The risks, fees and recommended investment period for the UCI presented are detailed in the KIIDs (key investor information documents) and prospectuses available on this website. The KIID must be made available to the subscriber prior to purchase.