Axis Tactics 10th November, 2025 - It's exuberant here & there but not everywhere...

| New Markets now Available | Inward ISA Portfolio Transfers now Supported | "GARP" Equities Update Recommendations |

If you already maintain an active portfolio, advisory relationship or trading account with one of our Group Companies, please reach out to your usual contact or otherwise via email on info@axis-im.com, for a full access code to all sections in this Newsletter, inclusive of (i) Pay-Walled content on Specific trade recommendations, (ii) Entry and Exit timings and (iii) Risk Management Parameters.

Access Codes also available for Trusted Media contacts.

For more information on what we do and the services we offer, please visit www.axis-im.com.

Notable Mentions

New Supported Markets

Our cross-asset Platform now supports equities, derivatives and fixed income investments in the following:-

• Mainland China

• South Africa

• Saudi Arabia

• India (NRI/Banking/PAN requirements apply)

Please reach out to your usual Axis contact if you would like access or more information.

Capital Guaranteed Portfolios (Guarantee of Principal by UK HM Treasury or US Gov’t)

For those conservative investors that might be interested in a Sovereign Capital Guarantee for their Principal Investment as part of their investment structure, we offer the following:-

GBP

• 100% Guarantee of Initial Principal Investment, secured against UK HM Treasury.

• Accumulated Profits from the Axis IM Proprietary (Family Office) Investment Strategy, forecasted at >7% annualised return for conservative investors, all returned as 1 lump sum on expiry of fixed 5 Year Term.

• Worst Case Scenario : No Loss of any Principal invested amount. 100% of Initial Principal returned to Investor.

• Best Case Scenario : 100% of Initial Principal returned to Investor. Plus a Compounded >7% Annualised Return per year for 5 years, all returned on expiry.

Alternative structures are available to increase the Guarantee Level to 110% (7 Year Structure) or to reduce the Term Length to 3 Years. Minimum portfolio sizes apply.

USD

• As per GBP but with the Principal Guarantee for the Initial Investment supported by the Full Faith & Credit of the US Government.

Subject to portfolio size, alternate term expiry structures and capital guarantee levels can be provided.

ISA Transfers and New ISA Accounts for UK Nationals (Adults and Junior ISAs)

Addendum to a previous announcement on this - We also facilitate Inward ISA Transfers from other providers for pre-existing ISAs. These ISAs can be portfolio managed or part of an advisory arrangement.

Investment Recommendations from our “GARP” Analytics Programme

In the section below, we have updated and refined our listings of equities which both exhibit robust fundamental characteristics and yet still offer meaningful upside, even in this exuberant marketplace. We have modelled for several attributes including but not limited to : Dividend Sustainability, Creditworthiness, Growth Prospects, Consensus Share Performance Outlook for the next 12 months, Sales Quality, Cash Flow predictability and Liquidity, inter alia. These data points are available to interested investors.

We own some of the names listed below and can certainly make recommendations on which may be suitable for your requirements. Please reach out to your usual Axis IM contact for more details.

To Follow shortly in the next Newsletter……Technical & Tactical Studies on the USD Index, FX Crosses, Indices and Metals…

For current & precise entry/exit levels and intra-day position updates in real-time, please reach out to your Axis IM directly.

If you would like to view the Investment Recommendations Section below, please request access from your Axis point of contact.