Axiom Alternative Investments is pleased to announce that Axiom European Banks Equity fund (the “Fund”) is now available to the UK market through Aegon Platform

With an objective of achieving a return similar to or greater than the Stoxx Europe 600 Banks Net Return, the Fund has delivered an annualised return of 48.18%¹ over the past three years, against the benchmark of 39.75%.

This impressive performance is driven by a high-conviction, research-led investment approach focused on European financial institutions. 

The Fund, actively managed by Antonio Roman, is for investment over a minimum 5-year time horizon.  

David Benamou, CIO and Managing Partner of Axiom Alternative Investments: 

“We are delighted that the Axiom European Banks Equity fund is now available to UK investors. The fund represents a unique opportunity to gain targeted exposure to European financial institutions, critical pillars of the continent’s economic infrastructure. 

“In a sector characterised by discounted valuations and attractive yields, our differentiated strategy identifies stocks with the potential to outperform analyst expectations. With Antonio’s leadership, we are confident of further strong returns over the coming years.”

Calendar performance¹

Data as of 08/31/2025 | ¹ Past performance is not a reliable indicator of future performance.

Axiom Alternative Investments Group

Founded in 2009, Axiom Alternative Investments Group is an independent asset management company based in Paris, Geneva, Milan and London via its subsidiary AXM Alternative Investments, specialising in European financial stocks. The company currently manages €3,7 billion (as at 09.22.2025) through a range of UCITS funds and dedicated mandates. These investment vehicles are marketed in Europe to institutional clients, family offices and investment consultants.

Learn more about Axiom AI at www.axiom-ai.com

Learn more about Axiom European Banks Equity NC EUR(v): https://www.axiom-ai.com/en/our-funds/detail/LU2249462875

Main risks

Risk of loss of capital, operational risk, currency risk, credit risk, counterparty risk, exchange rate, liquidity risk, equity risk, use of derivatives and climate/ESG data risk.

SRRI risk scale 6 out of 7 for the NC EUR(v) (ISIN: LU2249462875) share class. Recommended investment period: 5 years. SRI risk scale from 1 to 7, from the lowest risk level (which does not mean risk-free) to the highest. The score indicated combines market and credit risk, and may change over time.

Fees structure

Disclaimer

Marketing communication. Please refer to the prospectus and the key information document (KID) before making any final investment decision.

This document is published by Axiom Alternative Investments, a French asset management company registered with the AMF under no. GP-06000039. It does not constitute an offer to subscribe or investment advice. The information contained herein may be incomplete and is subject to change without notice.

The prospectuses, KID, net asset values and annual reports of the funds are available from Axiom Alternative Investments or on www.axiom-ai.com. The risks and charges relating to the funds are described in the KID/prospectus. Axiom European Banks Equity is a sub-fund of AXIOM LUX, an open-ended investment company with variable capital governed by Luxembourg law and complying with the UCITS Directive.

The management company may decide at any time to cease marketing in your country. Investors can access a summary of their rights in English at the following link https://axiom-ai.com/web/en/regulatory-information/

Reproduction in whole or in part is prohibited without the prior permission of Axiom Alternative Investments.