Strategies & Solutions

A DIVERSE MENU OF
INVESTMENT STRATEGIES
AND GOALS-BASED
SOLUTIONS

Axial provides a single, unified channel to access a network of investment strategies, offering a global menu across multiple asset classes advised by top-tier asset managers. The diverse menu enables wealth managers to tailor a flexible range of managed account solutions for their clients.

Axial strategies and solutions are exclusively available to professional investors.
Please refer to the disclaimers at the bottom of this page, and in the Additional Disclosures & Disclaimers link.

Our Strategies

 ●   benchmark
▲  approx. no. of securities
 $   avg. annual turnover
● benchmark      ▲ approx. no. of securities      avg. annual turnover

Axial provides access to a broad range of investment strategies across asset classes. Our advanced platform allows wealth managers to create solutions for their clients with asset allocation guided by third party asset managers, or based on the wealth manager’s own inputs, with options to invest in equity securities, fixed income instruments, funds or ETFs.

Asian Equities

ASEAN

Seeks to achieve medium to long term growth by investing in companies which derive a significant proportion of their assets in the region.

● MSCI AC Asia Pacific Ex Japan
▲ <40-60
$ <50%

Asian Income 

Seeks to achieve long term capital growth appreciation through investing in shares listed on the A share market.

● MSCI Asia Pacific ex Japan
▲ <90
$ <25%

Asian Growth

Seeks to maximise total return by investing in companies with growth investment characteristics

● MSCI AC Asia Pacific Ex Japan
▲ <60
$ <50%

China A-Share 

Seeks to achieve long term capital growth appreciation through investing in shares listed on the A share market.

● CSI 300 CNY
▲ 30-80
$ <50%

China H-Share

Invests in sectors offering broad coverage of the Chinese market primarily in offshore securities (H shares, red chips, Chinese ADRs).

● MSCI China
▲ 40-70
$ <50%

Regional Equities

European Small Cap

Small and Mid Cap strategy seeks to achieve the highest capital growth possible.  It invests in companies with a market cap of EUR5bn or less.

● MSCI Europe Small Cap
▲ <50

$ 100%

European 

Seeks to invest in companies who have  a sustainable competitive advantage based on their economic moat ratings of wide or narrow.

● MSCI Europe
▲ 30-50
$ <20%

US Large Cap Blend

The strategy focuses on securities which exhibits either growth or value investment characteristics.

● S&P 500
▲ <60
$ 40%

US Large Cap

Seeks to invest in companies who have  a sustainable competitive advantage based on their economic ratings.

● Wide Moat Focus
▲ 50
$ Quarterly

Global Equities

Global Growth

Driven by bottom-up research, the strategy focuses on quality companies that have the potential to benefit from global secular trends.

● MSCI AC World
▲ 80
$ <20%

Global Focus

Aims to find companies that can deliver sustainable, above-average earnings growth over the long term.

● MSCI AC World
▲ 30
$ <20%

Global Sustainability

Sustainable investing investment approach that incorporates environmental, social, and governance factors.

● Global Mkts Sustainability 50
▲  50
$ Quarterly

Thematic

Healthcare

Seeks to maximise total return, investing globally in companies whose economic activity is in healthcare, pharmaceuticals, medical technology and biotechnology.

● MSCI World HealthCare
▲ <120
$ <60%

Infrastructure

Seeks total return, investing in infrastructure companies which consists of utilities, pipelines, toll roads, ports, etc.

● FTSE Dvlp Core Infra
▲ <40
$ <50%

Long Term Thematic

Invests in companies exposed to long term investment themes related to population growth, increasing urbanization and aging population.

● MSCI AC World
▲ 40-80

Singapore REIT

Invests in companies with sound business quality, financial health whilst maximizing yield.

● FTSE ST All Share TR SGD
▲ <25
$ Semi-annual rebalancing

Global Technology

Seeks to provide capital growth by investing in companies that derive profits from technology.

● MSCI ACWI Information Technology Japan
▲ 80
$ <90%

Fixed Income

Asian Local Markets

Seeks to achieve capital appreciation and income with defined risk parameters, directly or indirectly exposed to the local currencies of the Asian region.

● JPM GBI Asia Pacific Div 1/10Y
▲ <50

Global Fixed Income

Seeks to deliver total return by providing diversification by accessing global fixed income markets. Generates predictable level of yields using global fixed income assets.

● Global AGG
▲ 15
$ Quarterly

Multi-Asset

Multi-Asset Strategic Portfolios

A range of outcome oriented investment solutions seeking a balance between long term capital appreciation and high current income.

●  MSCI ACWI / Global AGG
▲ <20
$ Quarterly

Multi-Asset Dynamic Portfolios

Valuation-driven asset allocation focusing on efficiency from a risk reward perspective.

●  MSCI ACWI / Global AGG
▲ <50
$ Dynamic

Asset Allocation Overlay

Strategic and Tactical asset allocation overlay service providing supply side building blocks and capital markets assumptions to generate goals-based investment solutions.

Our Solutions

Axial enables four kinds of managed account solutions with varying asset allocation approaches, to cater to different investor preferences and goals.

Separately Managed Account (SMA)

The investor’s account is mapped to a single asset class, such as Asian Local Currency Fixed Income or US Equity Value, and  invested based on an investment strategy from an Axial asset manager that typically holds between 30-80 individual securities, with ongoing rebalancing  by Axial.

Mutual Fund Wrap (Wrap)

The investor’s account is mapped to a goals-based portfolio of institutional share class mutual funds, typically 10-15 funds, based on asset allocation provided by the wealth manager or an Axial asset manager, with ongoing rebalancing by Axial.

Portfolio Strategist

The investor’s account is mapped to a goal-based portfolio of ETFs, typically 10-15 ETFs, based on asset allocation from an Axial asset manager, with ongoing rebalancing by Axial.

Unified Managed Account (UMA)

The investor’s account is mapped to a goals-based portfolio of SMAs, mutual funds and ETFs with asset allocation set by the wealth manager or an Axial asset manager, with ongoing rebalancing by Axial.

Investment Strategies Disclaimer
Axial offers and provides services only to investors that it has assessed and verified to be institutional professional investors or corporate professional investors that have passed its CPI assessment in accordance with the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (the “SFC Code of Conduct”).  It is the responsibility of each institutional professional investor and corporate professional investor to make its own determination and decision as to the suitability of any investment option for its particular requirements, circumstances and objectives, and Axial Partners offers no advice on the selection of any investment strategy or solution, or its suitability for any particular investor. Nothing in this website shall be construed as being offered or available to or suitable for any entity or person which is not an institutional professional investor or corporate professional investor that have passed its CPI assessment (as defined in the SFC Code of Conduct).

Discover the benefits of managed accounts

CONTACT US
Axial Partners Limited
Level 19, West Exchange Tower
322 Des Voeux Road Central
Sheung Wan, Hong Kong
+852 3975 2336
info@axial-partners.com
Copyright © 2018 Axial Partners Limited.  All rights reserved.
Axial Partners Limited (“Axial Partners” or “Axial”) is incorporated in Hong Kong and is duly licensed by the Hong Kong Securities and Futures Commission under CE no. BIZ186 to conduct type 9 (asset management) regulated activities. It only provides services to “professional investors” as defined in the Hong Kong Securities & Futures Ordinance.
The material on this website is provided for information purposes only and is intended only for recipients who are “professional investors”. Nothing in this website is directed at or intended for distribution or publication to or use by, any person or entity who is a citizen or resident of, or located in, any jurisdiction in which the direction, distribution, publication or use of any material in this website would be contrary to any applicable law or regulation, or which would subject Axial Partners Limited to any additional registration or licensing requirements in respect of that jurisdiction.
View our Additional Disclosures and Disclaimers

Professional investors only

Axial Partners Limited offers and provides services only to investors that it has assessed and verified to be institutional professional investors or corporate professional investors who have passed the CPI assessment in accordance with the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (the “SFC Code of Conduct”).

It is the responsibility of each such institutional professional investor and corporate professional investor to make its own determination and decision as to the suitability of any investment option for its particular requirements, circumstances and objectives, and Axial Partners Limited offers no advice on the selection of any investment strategy or solution, or its suitability for any particular investor.

Nothing in this website shall be construed as being offered or available to or suitable for any entity or person which is not an institutional professional investor or corporate professional investor who have passed the CPI assessment (as defined in the SFC Code of Conduct).

General information only

Information provided on this website is general in nature and does not constitute financial or investment advice nor does it constitute an offer of, recommendation or solicitation for any investment product.

It is intended only for general information purposes for licensed financial intermediaries, licensed investment managers or advisers, or qualified institutional or corporate professional investors.

No representation of accuracy

Axial Partners Limited has taken reasonable care in providing this information, and will endeavor to update this website as needed. However, information can change without notice and Axial Partners Limited does not guarantee the completeness or accuracy of the information on this website at any particular point in time.

No express or implied representation, guarantee or warranty is made as to the accuracy, completeness or timeliness of the information contained herein, and Axial Partners Limited as the provider of this website expressly disclaims any and all liability based, in whole or in part, on any information contained herein, errors therein or omissions therefrom.

Illustrative examples only

The investment strategies and solutions described in this website are provided by way of hypothetical example for illustrative and reference purposes only, and may be subject to change at any time without notice.

Axial Partners Limited makes no representation that any of these investment strategies or solutions represents an investment portfolio that is currently in existence or implementation, or that it has any formal agreements or arrangements in place that allow it to provide any particular investment strategy or solution at any point in time.

No representation of suitability

No information provided on any investment strategy or solution should be construed as being specific to the investment objectives, financial situation or particular needs of any investor.

Axial Partners Limited makes no representation that a “managed account” is suitable for any investor by comparison to any other alternative investment structure, vehicle or methodology.

Axial Partners Limited takes no responsibility for the suitability of any particular portfolio or investment for any specific investor, and does not provide advice on the selection of any investment strategy offered on the Axial Platform, which is solely the responsibility and decision of the relevant investor or their external advisers, and should be based on their own specific circumstances and objectives.

No offer or solicitation

Nothing in this website shall be construed as an offer, solicitation, advice or recommendation to enter into any contract, transaction or arrangement of any kind with Axial Partners Limited or any other party, or as providing any advice to buy or sell any securities or other investments.

Nothing in this website represents any offer, commitment or obligation to enter into any arrangement with or provide any services to any party.

Nor shall any securities or investments of any nature be construed as being offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of that jurisdiction.

Nothing in this website is directed at or intended for distribution or publication to or use by, any person or entity who is a citizen or resident of, or located in, any jurisdiction in which the direction, distribution, publication or use of any material in this website would be contrary to any applicable law or regulation, or which would subject Axial Partners Limited to any additional registration or licensing requirements in respect of that jurisdiction.

Investment advice from third parties

Axial Partners Limited has entered into and proposes in the future to enter into certain Investment Advisory Agreements with licensed asset managers or advisers, and certain Index Licence Agreements with certain Index Providers, under which those Investment Advisers and Index Providers provide information and advice to Axial Partners Limited for the purposes of assisting it to provide investment portfolios on the Axial Platform.

Some of these Investment Advisers and Index Providers may also have other relationships with Axial Partners Limited, including an equity stake in the capital of its parent company, Managed Account Partners (Holdings) Limited.

Investment risks

Past performance is not indicative of future performance and is no guide to future returns.

The value of investments and the income from them is not guaranteed and can fall as well as rise due to stock market and currency movements.

When investments are sold, the investor may get back less than the original investment amount.

No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

Certain portfolios may invest in emerging markets. It should be noted that these markets have additional risks associated with local custody and registration practices that may be less developed than more mature markets.

Specific risks associated with individual investment strategies and solutions will be further explained in the detailed information provided – please refer to these additional explanations and disclosures.

Taxation considerations

Tax treatment will depend on the individual circumstances of the investor, and may be subject to change in the future. Investors are recommended to obtain their own independent tax advice from a suitably qualified tax professional.

Copyright

Unless otherwise specified, copyright of information provided on this website is owned by Axial Partners Limited. The copying, dissemination, reproduction or distribution of any information contained in this website is strictly prohibited.