European Growth Selection
Overall Initial Charge only: 1.00% (based on equal investments in each of the 4 funds)
Average Annual Management Charge: 1.56% (the average AMC payable across the 4 funds)
In a nutshell
Spread your investment across the major European markets
How the funds are picked:
These are the funds which over the last three and five years have beaten their benchmark, giving you a diversified European portfolio aiming for capital growth.
Investment focus:
- A diversified portfolio of European funds
- Invests in large well known Blue Chips and Smaller Companies
- Focus on companies aiming for long-term growth
For more details on the individual funds, read the fact sheets below.
Risk category:
High Risk
The funds in the European Growth ready-made selection:
Fact SheetNewton Pan European SIS GBP
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To provide capital growth from a portfolio of predominantly European securities, including the UK and Eastern Europe with a bias towards larger, blue chip companies. The Investment Adviser for this fund is Newton Investment Management Limited. |
Initial Charge: 1.00%
Fact SheetNeptune European Opps A Acc GBP
5 year performance versus sector |
Annual Management Charge: 1.75% Objective: To generate capital growth by investing predominantly in a concentrated portfolio of securities selected from European markets, excluding the UK, with a view to attaining top quartile performance within the appropriate peer group. |
Initial Charge: 1.00%
Fact SheetCazenove European B Acc
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve long-term capital growth by investing in any or all European Markets, excluding the UK, and any or all economic sectors. |
Initial Charge: 1.00%
Fact SheetThreadneedle Eurpn Sm Cos R Acc GBP
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve capital growth through investing primarily in the equity of smaller companies domiciled in Continental Europe or with significant Continental European operations. If desirable, the Fund may invest further in other securities (including fixed interest securities, other equities and money market securities). |
Initial Charge: 1.00%
The funds listed and the corresponding pricing and performance information provided above are only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions.
Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above.
Such information shall not constitute any form of advice or recommendation by us.
Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.
Past performance of an investment is no guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
