European Mid and Large Cap Fund

We have made certain fund updates effective 2 December 2024. Please see the shareholder notice below for details.

To achieve long-term capital growth in excess of the FTSE World Europe (Ex UK) Index over rolling 5 year periods, after charges.

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

Ratings for this fund include:

Marc Schartz, CFA

Portfolio Manager

Industry since 2004. Joined Firm in 2016.

There is currently insufficient data to provide a useful indication of past performance to investors.

Top Holdings (As of 31/03/2025)

Overview