| Asset Group | Asset Sub-Group | Investment Category |
| Equities | European equities | Core |
Rory Powe has managed this fund since launch and has over 30 years of investment experience. He is supported by a co-manager and four analysts. The investment process focuses on investing in high quality growth names, seeking to invest in companies that have a competitive edge within their industry. The manager aims to identify two types of stock, established leaders, which form the majority of the fund, and a smaller allocation to emerging winners (max 33%). Five-year financial models are built for all, and price targets set. The resulting portfolio is a concentrated portfolio of 25-35 holdings, with little regard for the benchmark. Individual stock bets can be meaningful and large overweights to the consumer discretionary and IT sectors have been a feature of the fund. Exposure to the energy and financials sectors tends to be underweight. Reflecting the approach, the fund exhibits a much stronger growth style bias than the MSCI Europe ex UK benchmark. Given the fund’s profile, we would expect that from time-to-time returns will deviate significantly from those of the benchmark and peers. Opinion January 2023 | ||
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