Investment Objective & Strategy

The Growth UK & Europe Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed UK & European smaller companies.

The Fund is designed to 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.

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.

By smaller companies, we mean companies 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.

Investment Timeframe

5+ years

Fact Sheet
Download PDF

Target Investment Mix

growth-uk-europe.svg

1 Year Return

As at 30 November 2024

16.8%


Since Inception

As at 30 November 2024

8.3% p.a.


Unit Price

As at

$-.--


Risk Indicator

This Fund has a 5 out of 7 risk rating.

Potentially
Lower Returns
Potentially
Higher Returns
1
2
3
4
5
6
7
Low Risk High Risk
Returns as at 30 November 2024

Fund Performance

Cumulative return since inception

Growth UK & Europe

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.

Portfolio Team

guy-thornewill.jpg

Guy Thornewill

Head of Global Research (UK)
BA Hons, CFA
Meet Guy
toby-woods.jpg

Toby Woods

Senior Investment Analyst for Global and UK & Europe Funds (UK)
MSC HONS
Meet Toby
mike-taylor.jpg

Mike Taylor

Founder and Chief Investment Officer (NZ)
BSS, NZX DIP
Meet Mike
Latest Quarterly Update
Download PDF

Resources

Click on the links below to view more information about this fund
Fact Sheet
Download PDF
Product Disclosure Statement
Download PDF
Statement of Investment Policy and Objectives
Download PDF