Objective

The Growth UK & Europe Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed UK & European smaller companies.

The Fund is designed to grow capital by investing in a small number of growth companies, where we consider value is greatest and the opportunity of earnings growth is high.

We intend to invest mostly in listed UK and European smaller companies, whose potential we do not consider to be fully realised by the market.

By smaller companies, we mean companies we determine have a small Market Capitalisation (the total value of the company’s shares on issue) relative to the exchange that they are listed on.

Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information, including details of the risks associated with this fund.

8.62%

Annualised since inception (after fees before tax)

$-.--

Unit price as at

Status:

Open
Returns as at 31 March 2024

Fund Performance

Cumulative return since inception

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.


Portfolio Team

staff-miketaylor.jpg

Mike Taylor

Founder and Chief Investment Officer (NZ Office)
BSS, NZX DIP

Learn more

staff-Guy-Thornewill.jpg

Guy Thornewill

Head of Global Research (UK Office)
BA Hons, CFA

Learn more

Toby-Woods2-1.jpg

Toby Woods

Senior Investment Analyst for Global and UK & Europe Funds (UK Office)
MSC HONS

Learn more


We're here to help

We’d love to hear how we can help. Simply call or send an enquiry to speak with our team, or arrange a visit to our offices.

Loading
  • We handle your information in accordance with our Privacy Policy.
    * Field must be completed


Resources

Click on the links below to view more information about this fund
Fact Sheet
Product Disclosure Statement
Statement of Policy and Objectives (SIPO)
Latest Quarterly Update