INVESTMENT OBJECTIVE
To aim to provide capital growth by investing primarily in European smaller companies, excluding the United Kingdom.
RATINGS AND AWARDS
Overview
| Asset class | Equities |
| Product Structure | OEIC |
| Inception Date | Jan 28, 1985 |
| Base Currency | GBP |
|
Fund Assets As of 30/06/24 |
$356.51M |
| Index | MSCI Europe ex UK Small Cap Index |
| Index Usage | Comparator |
| Peer Group Benchmark | IA European Smaller Companies Equity |
| Peer Group Benchmark Usage | Comparator |
| Year End | 30-Jun |
| Pricing Basis | Single Priced |
PORTFOLIO MANAGEMENT
Rory Stokes, CFA
Portfolio Manager | Deputy Portfolio Manager (2014) - The European Smaller Companies Trust PLC
Industry since 2001. Joined Firm in 2013.
Julia Scheufler, CFA
Portfolio Manager | Deputy Portfolio Manager (2024) - The European Smaller Companies Trust PLC
Industry since 2009. Joined Firm in 2018.
Performance
Portfolio
Documents
Related Insights
Our intellectual capital is readily available and central to our Knowledge Shared approach"
18 Jun 2024
Global equity view: Looking beyond the Magnificent Seven
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
11 Jun 2024
How European smaller company shares have outperformed over time
European smaller companies have outperformed their larger equivalents on a share price basis over the long term. Here, we discuss some of the reasons why that could be the case…
23 May 2024
“Cheap is not enough” – finding value in a muted market
Just what else can small caps offer investors as a potential source of value?