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Europe one year on...

| European Equities
Paul Wild
30 Mar 2021

FOR PROFESSIONAL INVESTORS ONLY

  • Looking at the portfolio’s performance over the past turbulent 12 months, the early decision to look through the shocking headlines and the noise has paid off, particularly the avoidance of excessive balance sheet risk.
  • While the pace of vaccinations across the Continent is obviously disappointing when compared to the UK or US, the theme of Europe emerging stronger from the pandemic is still intact.
  • The backing of the Recovery Fund and the next European seven-year budget for the Green Deal has bolstered my enthusiasm for maintaining high exposure to green initiatives.
  • The Fund has had a solid start to 2021 so far, mainly facilitated by the financials overweight and underweights in consumer staples and healthcare.
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Disclaimer

For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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