INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term. Performance target: To outperform the MSCI Europe NR Index, after the deduction of charges, over any 5 year period.
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The Fund invests at least 80% of its assets in shares (equities) and equity-related securities of companies, in any industry, in Europe (including UK). Companies will be located, listed or do most of their business in this region. The Fund may invest in companies of any size but will normally have a strong bias towards medium sized companies. The Fund may also invest in other assets including companies outside this region, 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 MSCI Europe NR 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.
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ABOUT THIS FUND
- Focuses on identifying contrarian quality in companies that can generate superior returns on capital employed
- Uncovering hidden potential through comprehensive analysis, a disciplined valuation approach, and a focus on mid-cap companies
- Differentiated portfolio construction designed to minimise factor risk with alpha driven by stock selection
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 a Marketing Communication and does not qualify as an investment recommendation.
