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In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
You can also access and download a full report, which explains the different categories and provides additional sector perspectives and performance pointers. Click here to access the full report.
Fund Name | List Type | SRRI* | Fund Snapshot | |
---|---|---|---|---|
Larger-Cap, Blend | ||||
Janus Henderson European Selected Opportunities | 6 | A European equity fund that blends the fundamental analysis of companies with global sector themes. The fund is not strongly stylised, although the managers maintain a firm valuation discipline, with the portfolio featuring a mix of structural winners and idiosyncratic value opportunities. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | ||
JOHCM Continental European | 6 | A European equity fund whereby the manager positions the portfolio according to his top-down outlook and focus on long-term themes. His active style means stock turnover is elevated, although the manager is always cognisant of diversification and relative risks. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | ||
JPM Europe Dynamic (ex-UK) | 6 | A European equity fund that is based upon the tenets of behavioural finance investing. The approach is highly disciplined at all stages and its objective nature means the fund is always fully invested and constantly rotating to the areas found to be most attractive. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | ||
Liontrust European Dynamic | 6 | A European equity fund managed with a focus upon cash flows and the forensic analysis of company reports and accounts. It is bottom-up in nature and its composition changes through time in response to the managers’ objective assessments of company profitability. Within its sector, the fund features in our ‘Larger-Cap, Blend’ category. | ||
Larger-Cap, Growth | ||||
CT European Select | 6 | A European equity fund whereby the team has a singular focus upon businesses with robust business models that are in a position to deliver superior returns, selected against the framework of 'Porter's Five Forces'. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | ||
Jupiter European | 6 | A European equity fund that is managed with a bottom-up approach. The managers seek companies with strong business models that have secular growth characteristics and sustainable returns. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | ||
Man GLG Continental European Growth | 6 | A focused European equity fund where the manager has an unwavering focus on growth stocks. He categorises his ideas into two types: 'Established Leaders' and 'Emerging Winners'. The resultant portfolio can be idiosyncratic in nature but he has a very clear vision of return drivers for the stocks that feature in the portfolio. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | ||
Larger-Cap, Growth-Biased | ||||
Fidelity European | 6 | A European equity fund investing in companies that display sustainable growth characteristics. The bias to high quality companies that can grow their dividends is paired with a strong valuation discipline and risk awareness. Within its sector, the fund features in our 'Larger-Cap, Growth Biased' category. | ||
All-Cap, Value | ||||
Schroder European Recovery | 6 | A European equity fund managed according to a disciplined value approach. The team looks for companies that have suffered a significant operational and/or share price setback but have the potential to recover over the long term. Within its sector, the fund features in our 'All-Cap, Value' category. | ||
Dividend Focus | ||||
BlackRock Continental European Income | 6 | A European equity income fund that aims to achieve an above average income without sacrificing capital growth. The approach is based upon rigorous and disciplined fundamental research combined with risk controls. Within its sector, the fund features in our 'Dividend Focus' category. | ||
* A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. |
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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