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European Mid and Large Cap Fund

Overview

Important fund updates

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

INVESTMENT OBJECTIVE

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

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

RATINGS AND AWARDS

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AWARDS

Ratings for this fund include:

Portfolio Management

Marc Schartz, CFA

Portfolio Manager

Industry since 2004. Joined Firm in 2016.

Performance

Portfolio

Documents