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.
SENIOR INVESTMENT ANALYST & PORTFOLIO MANAGER
ALL DATA AS AT 30 SEPTEMBER 2019
Annualised return since inception*
TOTAL SINCE INCEPTION*
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.
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.
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
Victoria Harris: Victoria is responsible for researching and conducting detailed analysis of global companies. She is the Portfolio Manager of the Climate Friendly and JUNO KiwiSaver Balanced Fund. Victoria is also Portfolio Manager of the Global and Growth UK & Europe Funds, with research and analytics input from Guy Thornewill. Click here to read Victoria’s full profile.
Guy Thornewill: Guy is responsible for researching and conducting detailed analysis of British, European and global companies. He is also the Head of Research and Senior Analyst for the Global and Growth UK & Europe Funds. Click here to read Guy’s full profile.