INVESTMENT OBJECTIVE
The Fund aims to provide a return, from a combination of capital growth and income over the long term (5 years or more).
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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.
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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
- The managers believe that the best approach to investing in European equities is to construct a portfolio of high-conviction stock ideas, regardless of market cap (company size) or style constraints. The fund seeks to invest in an unconstrained manner wherever the most compelling opportunities exist.
- There are thousands of listed equities in Europe, many of which have little or no analyst coverage. We believe this creates pricing inefficiencies that can be exploited by the fund managers through company analysis and stock picking.
- The fund is managed by Robert Schramm-Fuchs and Marc Schartz, members of Janus Henderson’s Pan European Equities Team, which includes large-, mid- and small-cap specialists, and conducts several hundred company meetings every year.
