Axiom US Small Cap Equity Strategy – New Collective Investment Trust Vehicle

Available to qualified US defined contribution and defined benefit plans, the Axiom US Small Cap Equity Strategy, led by David Kim, CFA, recently funded its Collective Investment Trust (CIT) vehicle. Other vehicles offered for investment in this strategy include separate account, commingled trust, and UCITs. The strategy was incepted on September 1, 2006 and remains ahead of the Index on a net of fees basis over 3-year, 5-year, and since inception periods, with $329M in total assets as of March 31, 2021.