This fund aims to deliver long-term capital growth by investing primarily in equities of companies based in or significantly exposed to the eurozone, with currency exposure hedged back to US dollars. It allocates at least two-thirds of assets to equity and equity-related securities of euro-area companies across market capitalisations and sectors, while systematically hedging non-USD currency exposures to reduce FX volatility for USD-based investors. The strategy employs fundamental bottom-up research focused on identifying companies with strong fundamentals, attractive valuations, and durable competitive positions in eurozone markets. Through hedged euro-area equity investment emphasizing fundamental quality, the fund provides eurozone equity exposure in USD terms without direct currency volatility, appropriate for USD-based growth investors seeking eurozone exposure with hedged FX risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +18.06% | +18.06% |
| 3-Year Return | +57.31% | +16.70% |
| 5-Year Return | +76.05% | +11.97% |
| All Time Return | +134.74% | +12.36% |
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