INVESTMENT OBJECTIVE

The Fund aims to achieve a return through capital growth and income, that is above the average return expected from an investment in European (excluding UK) shares. The Fund invests in a concentrated portfolio of shares of companies with their registered office in or which do most of their business (directly or through subsidiaries) in Europe (excluding UK), in any industry. The Fund will typically hold 30-50 stocks. The Fund may also invest in money market instruments and bank deposits. The Fund may use derivatives to reduce risk or to manage the Fund more efficiently.

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 for promotional purposes 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
Past performance is not a guide to future performance. 
 

AWARDS

Ratings for this fund include: