Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in September 2023).
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.
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, Marc Schartz and John Bennett, 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.
RATINGS AND AWARDS
RATINGS AND AWARDS
