Skip to content This fund aims to deliver long-term capital growth by investing primarily in equities of companies based in or significantly exposed to eurozone economies, with currency exposure hedged back to US dollars. It allocates at least 70% of assets to equity securities of companies domiciled in or with primary operations in eurozone countries, while systematically hedging EUR exposure to reduce FX volatility for USD-based investors. The strategy employs fundamental bottom-up research focused on identifying eurozone companies with attractive growth characteristics, sustainable competitive positions, and reasonable valuations. Through hedged eurozone equity investment, the fund provides euro-area equity exposure in USD terms without direct currency volatility, appropriate for USD-based growth investors seeking eurozone equity exposure with hedged FX risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +17.01% | +17.01% |
| 3-Year Return | +53.60% | +15.27% |
| 5-Year Return | +50.64% | +8.53% |
| 10-Year Return | +167.84% | +10.35% |
| All Time Return | +219.80% | +9.40% |
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