Overview
Anaxis’ mission is to generate absolute return for its clients. This objective is applied to the three investment processes developed within the group: credit, equity and alternative asset management.Credit
Anaxis manages its bond portfolios with an absolute return objective. Anaxis implements an investment methodology that relies on comprehensive and thorough bottom-up fundamental credit analysis. No reference to a benchmark is made. Anaxis manages 5 funds in this field:
Anaxis Income Advantage
The objective of the fund is to outperform 3-year-maturity German government bonds by 4% after fees. The fund is managed in an active and discretionary manner. The investment strategy is based on an extensive fundamental analysis of private-sector bonds and on the construction of an allocation diversified from a geographical and sectorial point of view.
Anaxis Short Duration
Anaxis Short Duration relies on an active and discretionary management of a portfolio comprised predominantly of corporate bonds. It seeks a gross performance 2.15% higher than 12-month interbank rates. The fund's duration ranges from 0 to 3 years at all times.
EU Bond Opp. 2027
This fund targets at its 31st December 2027 maturity an annualised performance after fees above that of the performance of the German federal bond with maturity 15/11/2027.
Diversified Bond Opp. 2025
This fund targets at its 31st December 2025 maturity a net annualized performance of 3% in EUR by investing in a diversified portfolio of corporate bonds.
EM Bond Opp. 2024
This fund targets at its 31st December 2024 maturity an annualized performance, net of management fees, of more than 5% by investing predominantly in emerging country corporate bonds.
Equities
The fund AAM Family Values is a stock picking fund on European equities. It targets to outperform the European equity indices over a full market cycle with lower volatility. The fund favors defensive sectors, high quality companies (which are less volatile) and which create high economic value added.