Wealth manager Lombard Odier has expanded its PrivilEdge fund platform, through a partnership with AXA Investment Managers (AXA IM), to provide investors with more exposure to eurozone equities.

PrivilEdge – AXA Eurozone aims to deliver long-term capital growth to investors through exposure to robust equities that exhibit repeatable and profitable growth patterns across the eurozone.

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Managed by Christophe Pellion, Laurent Riera, and Jerome Antonini, the fund identifies 30-40 high quality companies that are resilient to market downturn. Furthermore, they must be well-positioned for the future.

This is checked with three principles:

  • The strategic vision and track record of management;
  • The viability of the business, and
  • Financial characteristics including recurring revenue growth, cash flows, and elevated profit margins.

In addition, the fund integrates ESG criteria, investing in alignment with the UN Global Compact Principles, excluding companies with an exposure to climate risks, or involved in the tobacco or defence sectors.

Stéphane Monier, Chief Investment Officer of Lombard Odier’s private bank, said: “This latest partnership with AXA IM perfectly complements the PrivilEdge platform’s innovative, flexible and differentiated range of fund solutions. PrivilEdge – AXA Eurozone offers investors the ability to invest in companies that are capturing structural growth opportunities and are well positioned to play an important role in the alignment of our economies with 2050 climate goals. We are delighted to add this strategy to our platform as we continue to diversify and build upon the range of strategies available to our clients.”

Hans Stoter, global head of AXA IM Core, added: “At AXA IM, we are delighted to have a partnership with such an esteemed partner like Lombard Odier. This new collaboration strengthens our strong mutual trust and long standing business relationship. With PrivilEdge – AXA Eurozone, clients will get involved in structural growth opportunities across the eurozone and will benefit from a responsible and sustainable disciplined approach. We look forward to making this strategy a success.”