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ii Super 60 - TR European Growth IT

ii Super 60 investments:
TR European Growth IT

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Asset Group Asset Sub-Group Investment Category
Equities European equities Smaller cap

Selection rationale:
TR European Growth underperformed its benchmark over the past year but remains a solid longer-term performer.

Ollie Beckett, its manager since 2011, seeks to achieve the trust’s growth objective by investing primarily in small and medium-sized companies. With a diversified portfolio of holdings, he is prepared to venture well down the size spectrum in search of companies with exceptional growth potential.

Beckett looks for undervalued companies that can either deliver substantial growth or where there is potential for improvements in profitability through self-help. This focus means that he does not try to allocate investments on a country or sector basis. However, the manager stresses that he does pay attention to the make-up of the portfolio to avoid concentration risk.

His emphasis is on seeking to identify situations where he believes the market perception is wrong and the company is undervalued. He and the rest of Janus Henderson’s European equities team are keen to generate their own investment ideas and spend a lot of time meeting companies’ management teams. That way they get to know and understand the drivers of industries and stocks and can identify companies with strong competitive positions in niche markets.

The trust was named Best European Trust in Money Observer’s 2017 investment trust awards and Best Large Trust in 2018.

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The information we provide in the Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. None of the opinions provided are a “personal recommendation”, therefore you should ensure that any investment decisions you make are suitable for your personal circumstances. Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.