Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in July 2024).
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
- Portfolio construction blends sector themes with compelling stock-specific stories to provide 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.
- Active portfolio balances core large-cap companies with a selection of mid-cap opportunities to seek additional returns.
