European Fund

Investment Objective
This fund aims to achieve capital growth in the long-term by investing mainly in European companies, excluding the UK.

Investment Policy
The fund will concentrate the core of the portfolio on large companies whilst maintaining a reasonable presence in medium and small sized companies with above-average potential for growth.

Risk/Return Relationship
The European Fund is a medium/adventurous risk fund which offers access to a diversified portfolio of predominantly large capitalised European stocks (excluding UK). It is potentially more volatile than a fund that invests solely in similarly capitalised stocks in the UK because of the currency risk involved with investing overseas. Exchange rates between sterling and the currency of the country in which you are investing vary and can have an adverse impact on your investment.

Further Information

European Fund factsheet (PDF new window)

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