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TU EUROPEAN - Fund overview

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Overview of TU EUROPEAN

A mainstream fund investing in European (including UK) stocks. In the past the fund provided strong returns under its then fund manager Adrian Farthing who previously worked for Hill Samuel. The fund is now run by Insight Investment.

Standard Initial Charge

4.00% 1.00%

Fund summary

Sector  Europe Including UK
Product type  UNIT TRUST
Launched  November, 1993
Size  £28m
Yield 1.6%
Charging basis  –
Dividends paid  15/12
Bid price 178.30p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.14%
Annual management charge 0.88%
Total expense ratio 1.36%
Reduction in yield (10yr) 1.47%

Bestinvest says


No information available.

Portfolio

tu european asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 4%
tu european equity geographic illustration
Allocation Proportion
UK 33%
Europe 67%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
tu european equity capitalisation illustration
Allocation Proportion
Large Caps 86%
Mid Caps 12%
Small Caps 2%

Investment process


The aim of the Trust is to provide investors with capital growth over the medium term through investment in large and medium sized companies quoted on European stock markets including the UK. However, the Managers intend to provide investors with a minimum gross yield and this may be achieved if necessary, by investing part of the Fund in fixed interest securities.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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