Growth UK & Europe

The fund will invest in a small number of growth oriented companies, where we consider the value is greatest and the opportunity of earnings growth is high.

Chris Wright
SENIOR INVESTMENT ANALYST & PORTFOLIO MANAGER




ALL DATA AS AT 31 MAY 2018

Inception

Nov 2016

15.3

%
p.a.

Annualised return since inception*

25.2%

TOTAL SINCE INCEPTION*

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The Fund

The Growth UK & Europe Fund's objective is to deliver long-term capital growth by investing in growth companies listed in the United Kingdom and Europe. This fund is open. Click here to view the latest Fund Update.

Investment Process

The Fund is designed to protect and 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.

Further information about how the investment strategy is implemented is in the SIPO.

If you wish to invest, please download and read the Product Disclosure Statement (PDS) and the Statement of Investment Policy and Objectives (SIPO), then complete the online application form.

Investments

We believe that it is better to focus our attention on a handful of carefully selected investments, so we will typically have 15 of our best ideas in our Growth UK & Europe Fund.

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. The Growth UK & Europe Fund may also invest in other types of financial products such as cash and unlisted equities.

By Smaller Companies, we mean companies the shares in which 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.

Meet the Managers

Chris WrightChris is responsible for conducting detailed analysis of European and global companies. He is also the Portfolio Manager of the Growth UK & Europe Fund, and Co-Portfolio Manager of the Global Fund. Click here to read Chris' full profile.

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* Past performance is not an indicator for future performance. All figures are calculated after fees and before any applicable tax.