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The aim of the Fund is long-term capital growth through investment in a portfolio of Continental European equities, which offer good prospects for earnings growth. The main emphasis is on larger European companies but the portfolio will also include mid-sized stocks.
The investment process revolves around Threadneedle's macro view of the markets which recommends sectors where the fund should be over or underweight. Regional teams then propose sector models. All stock picking is conducted through this prism and is a consensus based team approach.
The bottom up strategy is split between the index's largest 20 stocks, Threadneedle's preferred stock list based on their view on the markets direction, smaller companies and the discretion of the portfolio manager. The investment criteria dictates mandatory decisons regarding the index's largest 20 stocks and overweight positions in the preferred stock list.