Investment objective
The Fund aims to achieve a long-term return, in excess of the long-term return that is typically achieved from European equity markets, by investing at any given time at least two thirds of its net assets in:
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- companies having their registered office in Europe (including the United Kingdom),
- companies that do not have their registered office in Europe but either (i) carry out a predominant proportion of their business activity from Europe (including the United Kingdom), or (ii) are holding companies which predominantly own companies with registered offices in Europe (including the United Kingdom).
The return will be a combination of capital and income returns.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
About this fund
A large-cap focused fund seeking to capture outperformance by anticipating catalysts for change across Pan-European (inc.UK) companies and industries. Portfolio construction blends sector themes with compelling stock-specific stories to provide access to sustainable long-term growth trends.
Investment approach
Dynamic approach
Actively seeks to capture opportunities in all market conditions using a repeatable approach focused on fundamental research and thought leadership.
Blend style
Flexible, blended investment style, tilting to growth or value depending on the market environment.
Regional expertise
Experienced team supported by a strong European equities franchise, focused on company engagement, active stock selection and risk management.
