||08/12/18 to 08/12/19
||08/12/19 to 08/12/20
||08/12/20 to 08/12/21
||08/12/21 to 08/12/22
||08/12/22 to 08/12/23
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.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The fund objective is to capture the long term opportunities represented in the small and mid-caps segment of Ex UK European companies. The fund aims to achieve higher risk adjusted return than its benchmark over a full cycle i.e. +3% over rolling 3 year periods. This will be achieved through active management and stock selection using bottom up analysis of companies fundamentals in the universe. We will strive to deliver outperformance based on multiple sources of alpha and are reliant on no single bets, directional, thematic or exaggerated style bias.