Mekysion Global Smaller Companies Fund

Fund Overview The Mekysion Global Smaller Companies Fund is a high-growth investment fund designed for long-term wealth creation (5+ years) by investing in promising smaller companies worldwide. As a sub-fund of Mekysion Investment Funds, it operates under the UCITS framework and is authorized by the CFA (Product Reference: 1014253, 24 April 2024). This fund is ideal for investors looking to tap into the potential of fast-growing small-cap businesses while benefiting from a performance-driven fee structure that prioritizes investor success. Investment Strategy Core Investments (70%+): Equities and equity-related securities of smaller companies with high growth potential. Defined as companies with market caps below the largest in the MSCI World Small Cap Index. Retains holdings in companies that outgrow small-cap status if beneficial. Additional Investments: Select equities, fixed income securities, money market instruments, cash equivalents, and collective investment schemes to optimize liquidity and diversification. Use of Derivatives: Employed for risk reduction, cost efficiency, and income generation through Efficient Portfolio Management (EPM). Hedging applied for currency risk on non-Sterling investments. Key Features ✅ Global Exposure to High-Growth Small-Cap Companies ✅ Strategic Liquidity Management for risk-return balance ✅ Risk Mitigation through Derivatives while optimizing portfolio performance ✅ Base Currency: Sterling (GBP) Transparent & Performance-Based Fee Structure No Fixed Management Fees – Unlike traditional investment firms that charge annual fees regardless of performance, we don’t burden you with fixed costs. Your money works entirely for you. Earnings Based on Performance – We only make money when your investments generate returns. If you win, we win. This structure ensures that our primary goal is to maximize your wealth, not just collect fees. Full Transparency & Trust – With no hidden charges or upfront fees, you always know where your money is going. We grow when you grow, creating a true win-win partnership. Exit Charge: 0.5% on applicable withdrawals. Who Should Invest? This fund is perfect for investors who: ✔ Seek high-growth opportunities in global small-cap stocks. ✔ Prefer a performance-driven, transparent investment approach. ✔ Have a long-term investment horizon (5+ years) and can tolerate market volatility. For more details, consult the fund prospectus or speak to a financial advisor.