Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
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 shares. The Fund invests in shares of companies with their registered office in or which do most of their business (directly or through subsidiaries) in Europe in any industry. 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
- 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
RATINGS AND AWARDS
RATINGS AND AWARDS
