The Key Investor Information Document or KID, aims to provide investors with standardised investment information, clearly setting out the essential characteristics of a fund or share class necessary to understand the nature and risks of investing in the fund or share class.
Gamax Funds FCP
- Overview
- Asia Pacific
- Junior Fund
- Maxi Bond
Important Notice: Please be aware of individuals falsely claiming to be consultants for GAMAX Funds and sending fraudulent contracts via post. Please exercise caution and verify any communication by contacting your Family Banker directly or contacting us at info@gamax.lu or info@mediolanum.ie.
The GAMAX Fund range offers a selection of investment opportunities tailored to meet various financial goals, both into equity and bonds.
Whether you're looking to invest in dynamic equities in Asian markets or targeting the younger generation focusing on companies benefiting from global demographic growth trends, there's something for every investor.
For those seeking stability and income, the GAMAX Funds Maxi-Bond invests primarily in Italian government bonds, providing short-to-medium term capital growth. With a robust organisational structure and experienced portfolio managers, GAMAX Funds ensures that your investments are managed with expertise and care.
GAMAX Asia Pacific Fund aims to achieve growth through capital appreciation by predominantly investing in equities in the Asia-Pacific region. According to S&P Global¹, the economic weight of the Asian-Pacific region is expected to top 40% of global GDP by 2040, compared to just above 25% in 2000 (source: IHS Markit). The IMF routinely highlights the strategic importance of the region for the global economy in its World Economic Outlook publications.
The investment strategy is focused on the highly dynamic and excellent economic prospects of the Asia-Pacific region including emerging Asian economies, such as China and India and the 10 countries part of the Association of Southeast Asian Nations (ASEAN). The fund provides exposure to companies exposed to the growth of the region which is reshaping the global economic gravity. Growth opportunities are underpinned by megatrends such as demographics, digitalisation, structural reforms, energy transition and high savings which together underpin stronger economic growth.
Within demographics, emerging Asia benefits from younger populations and rapid urbanisation, which underpin long-term consumption growth. The expansion of the middle class - particularly in China, India, and Southeast Asia - is expected to drive demand for discretionary goods, financial services, and travel.
Elsewhere, emerging Asia is central to the global energy transition, with significant investment flowing into renewable energy, electric vehicles, and green infrastructure. For instance, Asia-Pacific accounts for over 50% of global renewable energy capacity, driven primarily by China, India, and Japan. In 2024, renewables represented more than 25% of electricity generation in the region².
The use of a multi-manager approach enhances diversification, including exposure to diverse investment styles, and to reduce manager-specific risk. GAMAX Asia-Pacific provides access to leading investment expertise on Asia Pacific equities and broad diversification across Asia-Pacific including emerging Asia.
¹https://www.spglobal.com/market-intelligence/en/news-insights/research/ascent-of-apac-in-the-global-economy
²https://www.statista.com/topics/7293/renewable-energy-in-asia-pacific/
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GAMAX Funds Junior is a multi-manager sector fund investing primarily in equities of companies within the consumer industries, including those whose goods and services are mainly designed for the younger generation. The fund aims to profit from global demographic trends such as population growth, increased consumption in emerging markets and new generations shift in consumption patterns.
This is achieved through a rigorous investment process that combines top-down macro insights with bottom-up fundamental analysis.
The fund provides access to a consumer-focused investment strategy, invested primarily in Consumer Discretionary and Consumer Staples sectors, with flexibility to explore theme-related opportunities across other sectors.
It also provides exposure to high-quality consumer brands with strong growth and profitability potential, aligned with improving customer well-being.
The use of a multi-manager approach enhances diversification, reduces manager-specific risk, and provides access to specialised investment expertise.
The fund offers a flexible approach to profit from long-term consumer trends and improving disposable income by investing in companies exposed to growth of Emerging Markets consumers, millennial spending or development of e-commerce.
The Key Investor Information Document or KID, aims to provide investors with standardised investment information, clearly setting out the essential characteristics of a fund or share class necessary to understand the nature and risks of investing in the fund or share class.
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GAMAX Funds Maxi-Bond invests predominantly in Italian government bonds, with some exposure to Euro government bonds. The fund aims to achieve short-to-medium term capital growth and generate income while limiting fluctuations in capital.
The fund leverages fundamental research to exploit market inefficiencies. The main sources of investment opportunities for the fund are strategies such as duration, yield curve and relative value.
The fund uses active management including the management of interest rates, duration adjusted to the evolution of the macroeconomic context
It offers limited currency risk as it predominantly invests in instruments aligned with its base currency, the Euro.
It is a low-risk product with a focus on high quality issuers (investment grade rating) offering prudent risk management. capital appreciation and annual dividend income.
The Key Investor Information Document or KID, aims to provide investors with standardised investment information, clearly setting out the essential characteristics of a fund or share class necessary to understand the nature and risks of investing in the fund or share class.
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