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 in a concentrated portfolio of shares (also known as equities) of companies, of any size, in any industry, in Europe (excluding UK). Companies will have their registered office in or do most of their business (directly or through subsidiaries) in this region.
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. Depending on prevailing market conditions the Fund’s portfolio may shift between ‘high conviction’ (whereby the manager will take significant risk relative to the index) and a more cautious stance. This means the performance of the Fund may at times differ significantly from the index, while at other times it may be more closely aligned.
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 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