Bank Lombard Odier & Co Ltd, the Geneva-based wealth manager, has expanded its PrivilEdge fund platform by partnering with AXA Investment Managers, one of Europe’s leading investment managers, to provide investors with exposure to structural trends capitalising on disruptive innovations.
PrivilEdge – AXA IM Disruptive Innovations (‘the Fund’) aims to deliver long-term capital growth by investing in developed and emerging stocks of companies whose business model disrupts the current competitive landscape, owing to digital innovation.
The Fund provides access to a diversified opportunity set focused on three proposition areas; connected lifestyle, smart enterprise and technology enablers. Managed by Tom Riley, Jeremy Gleeson and Pauline Llandric, it identifies 50-70 high quality companies, held over the long-term to benefit from the holdings’ growth potential. Portfolio construction is determined by proprietary fundamental research, analysis of company management, balance sheet strength, and the valuation and liquidity proposition.
The Fund also integrates sustainability criteria, investing in alignment with AXA IM’s rigorous responsible investment filters, excluding companies across several high-risk sectors.
Stéphane Monier, Chief Investment Officer of Lombard Odier’s private bank, comments: “The PrivilEdge platform continues to provide our clients with access to a range of innovative solutions from the highest quality managers. PrivilEdge – AXA IM Disruptive Innovations offers investors exposure to companies at the very cutting edge of their industries, and the opportunity to invest in the long-term growth of companies with a distinct competitive advantage. Disruptive innovations play a key role in the transition towards a circular, lean, inclusive and clean, or CLICTM economy, by enabling a service-based and more efficient model. We are delighted to add this fund to our platform as we continue to expand and strengthen the range of strategies available to our clients.”
Hans Stoter, Global Head of AXA IM Core, added: “At AXA IM, we are delighted to start another successful partnership with Lombard Odier on the next phase of the PrivilEdge platform. This latest collaboration is further evidence of the strength of our working relationship. With PrivilEdge – AXA IM Disruptive Innovations, clients will have the opportunity to access investments in companies forging the world of tomorrow, benefiting from significant up-side growth potential. We look forward to working with Lombard Odier towards delivering success for investors.”
