Investment Objective
The fund aims to provide an absolute return of capital growth by investing directly or indirectly in the equity of European (inc. UK) companies. The fund is unconstrained and as such, is managed without reference to an index. Gross exposure is expected to run around 200% to 250%. The fund follows a QARP (Quality At a Reasonable Price) approach and combines fundamental, thematic and quantitative analysis.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.4 | 0.2 | 0.5 | 0.0 | 0.9 | 0.8 | 1.0 | 0.6 | 0.5 | 0.4 | 0.2 | 0.9 | 0.9 | |
2022 | 1.0 | 0.4 | 0.8 | 0.4 | 0.3 | 0.6 | 0.7 | 0.3 | 0.0 | 0.8 | 0.4 | 0.4 | 0.2 |