A balanced portfolio seeking attractive valuations and high growth opportunities
The investment objective of the Pan European Smaller Companies Fund is to seek long-term capital appreciation by investing at least 75% of its total assets in equity securities of companies having their registered offices in the EEA or United Kingdom if not part of the EEA which will generally fall within the bottom 25% of their relevant market by way of market capitalisation.
| Asset class | Equities |
| Product Structure | SICAV |
| Inception Date | Aug 1, 1993 |
| Base Currency | EUR |
|
Fund Assets As of 30/06/24 |
$1.10B |
| Sector | Morningstar Europe Small-Cap Equity |
| Benchmark | MSCI Europe Small Cap Index |
| Year End | 30-Jun |
| Pricing Basis | Single Priced |
Portfolio Manager | Deputy Portfolio Manager (2014) - The European Smaller Companies Trust PLC
Industry since 2001. Joined Firm in 2013.
Portfolio Manager | Deputy Portfolio Manager (2024) - The European Smaller Companies Trust PLC
Industry since 2009. Joined Firm in 2018.
Our intellectual capital is readily available and central to our Knowledge Shared approach"
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