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.
CO-PORTFOLIO MANAGER & INVESTMENT ANALYST
ALL DATA AS AT 29 SEPTEMBER 2017
TOTAL SINCE INCEPTION*
Recommended time frame
The objective of this fund is to provide investors with access to UK and European companies whose potential we do not consider to be fully realised by the market.
The Growth UK & Europe 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. At any given time, short term trading positions are not likely to exceed 10% of the portfolio of the Fund, however turnover and trading activity of this portion of the portfolio is likely to be high.
During periods of uncertainty, the Fund can increase its cash position up to a maximum of 100% of the portfolio to mitigate a severe decline in the value of the Fund’s units.
Further information in relation to how the investment strategy is implemented is set out in the SIPO.
If you wish to invest, please download and read the Product Disclosure Statement (PDS) and 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.