Watch the investment team recap this quarter.
(Note: Filmed in September 2023).
The Fund aims to provide a return, from a combination of capital growth and income over the long term (5 years or more).
The Fund invests at least 80% of its assets in a concentrated portfolio of shares (also known as equities) of companies, of any size, in any industry, in Europe (excluding UK). Companies will be incorporated, headquartered, listed on an exchange in, or deriving significant revenue from, this region. The portfolio may be concentrated in terms of its number of holdings and/or the size of its largest holdings.
The Fund may also invest in other assets including cash and money market instruments.
The investment manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the FTSE World Europe Ex UK Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund's performance. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index.
As an additional means of assessing the performance of the Fund, the IA Europe ex UK sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.
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
- Portfolio construction blends sector themes with compelling stock-specific stories with a goal of providing access to sustainable long-term growth trends
- The managers look to capture opportunities across all types of market conditions using fundamental research and thought leadership
- Invests in a blend of well-known larger-cap and under-researched mid-cap companies, with returns achieved through a combination of growth and income