Fund News and Updates

Growth UK & Europe Fund: Now Open

Monday 1 May, 2017

Growth UK & Europe Fund: Now Open

Dear Investors

Last month I travelled to Europe with members of the international investment team to meet with existing investments and new opportunities, as well as local economists and brokers. 

After reassessing the scale of the opportunity available to us across both the UK and continental Europe, we believe the Fund has a larger capacity than initially anticipated. We will be re-opening the Fund to investors from today, 1 May 2017, and taking in an additional $100 million. 

The Growth UK & Europe Fund launched in November 2016 and has returned 15.6% in its first 6 months (net of fees and before all tax, as at 28 April 2017). 

We believe that the Growth UK & Europe Fund provides New Zealand investors with a unique opportunity to access a concentrated portfolio of hand-picked small-cap growth companies in that region of the world.

Please follow the instructions below if you wish to invest, or contact the client services team on (09) 486 1701 or if you have any further questions.

Mikes Signature Black

Mike Taylor
Founder, CEO and CIO

  1. Click here to download the Product Disclosure Statement
  2. Click here to complete the online application form

Note: Clients already in this fund can email to add to their investment (no online application form necessary)

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