Quarterly Update
The investment team recap this quarter.
(Note: Filmed in July 2025).
Investment objective
The Fund aims to achieve a long-term return, in excess of the long-term return that is typically achieved from Continental European equity markets, by investing at any given time at least two thirds of its net assets in:
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- companies having their registered office in Continental Europe,
- companies that do not have their registered office in Continental Europe but either (i) carry out a predominant proportion of their business activity in Continental Europe, or (ii) are holding companies which predominately own companies with registered offices in Continental Europe.
The return will be a combination of capital and income returns.
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About this fund
A large-cap focused fund seeking to capture outperformance by anticipating catalysts for change across European (ex-UK) companies and industries. Portfolio construction blends sector themes with compelling stock-specific stories to provide access to sustainable long-term growth trends.
Investment approach
Dynamic approach
Actively seeks to capture opportunities in all market conditions using a repeatable approach focused on fundamental research and thought leadership.
Blend style
Flexible, blended investment style, tilting to growth or value depending on the market environment.
Regional expertise
Experienced team supported by a strong European equities franchise, focused on company engagement, active stock selection and risk management.
RATINGS AND AWARDS
RATINGS AND AWARDS
RATINGS AND AWARDS
