||05/12/14 to 05/12/15
||05/12/15 to 05/12/16
||05/12/16 to 05/12/17
||05/12/17 to 05/12/18
||05/12/18 to 05/12/19
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
View fund chart
Our view on this fund
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
Investment Objective The Sub-fund aims to outperform (after deduction of costs) the MSCI Europe ex UK Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods. Investment Policy The Sub-fund will invest at least 90% in shares of European companies being those which are listed, incorporated, domiciled or conducting a significant portion of their business in Europe (including Turkey and excluding the UK). The Sub-fund will be actively managed, concentrated and will invest in companies of any size, any European country and in any sector. To the extent that the Sub-fund is not fully invested in shares of European companies, the Sub-fund may also invest in other transferable securities of European companies, money market instruments, deposits and cash. The Sub-fund may not invest in or otherwise use derivatives.