Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
INVESTMENT OBJECTIVE
The Fund aims to achieve a long-term return, in excess of the long-term return that is typically achieved from European equity markets, by investing at any given time at least two thirds of its net assets in:
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- companies having their registered office in Europe (including the United Kingdom),
- companies that do not have their registered office in Europe but either (i) carry out a predominant proportion of their business activity from Europe (including the United Kingdom), or (ii) are holding companies which predominantly own companies with registered offices in Europe (including the United Kingdom).
The return will be a combination of capital and income returns.
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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
