Orion Financial Fund seeks to provide investors with long-term capital growth and capital appreciation, primarily by investing in listed and/or unlisted equities within the banking, insurance and financial sector.
The Sub-Fund seeks to achieve the investment objective by investing in listed transferable securities and/or unlisted equities that are in the process of obtaining a listing, issued by entities (“Target Companies”) that are established and/or operating in any EEA jurisdiction and which operate within the banking, insurance and financial sector. The Sub-Fund may invest in Target Companies with any market capitalisation, including small-cap firms in start-up phase. The Sub-Fund may invest in regulated, unregulated, listed or unlisted collective investment schemes established in any jurisdiction provided that the collective investment scheme has a similar investment policy/strategy as the Sub-Fund.
The Sub-Fund may also invest in debt securities issued by Target Companies. The Sub-Fund may invest in investment and non-investment grade (high yield) debt securities issued by Target Companies. The Sub-Fund may also invest in money market funds, money market instruments and fixed-income instruments for liquidity management purposes.
HOW MAY I INVEST?
We understand that every investor has different objectives and risk appetites. You can invest in the ORION FINANCIAL FUND starting from a minimum of Eur 100,000. The Fund is managed by a team of professionals who strive to provide attractive investment returns through proper governance and ethical leadership.