The Fund aims to provide capital growth over the long term.
Performance target: To outperform the FTSE World Europe Index, after the deduction of charges, over any 5 year period.
The Fund invests at least 75% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, in any industry, in the EEA ot the UK if not part of the EEA. Companies will have their registered office in the EEA or the UK if not part of the EEA.
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 Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund’s performance target and the level above which performance fees may be charged (if applicable). The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.
This website is for promotional purposes and does not qualify as an investment recommendation.
ABOUT THIS FUND
- Aims to invest in European companies with robust business models, proven management teams, and solid finances
- Portfolio focuses on selecting both quality cyclical stocks with good business models and little debt and quality growth stocks
- Seeks companies that provide steady growth and/or good dividend yield to improve consistency of returns and potentially help reduce risk