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the european equity fund
Objective
Objective
Objective
The Fund aims to achieve long-term growth of capital primarily through investment in Europe excluding the UK. The manager will invest where there are good prospects for above average earnings growth and also in those European companies which can best take advantage of global economic opportunities.
Landseer took over as the investment manager of the fund at the start of 2025.
Why?
Objective
Objective
A good diversifying strategy.
Europe is cheap compared to the US and there are many structural drivers for Europe to out-perform.
No particular style bias means that we maintain a flexible capital base and we can react quickly to changing market dynamics.
Today capital is returning to Europe after years of dominance by the US equity markets.
An all-cap strategy capturing alpha across multiple sectors in Europe (excl. UK).
How?
Objective
How?
High active share
Freedom to back best ideas. If we don’t like a specific sector or individual country within Europe we do not own it.
Exposure to secular growth through a diversified blend of high-conviction holdings.
Highly pragmatic investment approach – emphasis is on cheap thematic beneficiaries, regional European champions and genuine world leaders that just happen to be domiciled in Europe.
Managed by a very experienced and dedicated investment team with long term track record.
Past performance is not a guide to future performance.
Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital.
The Fund invests mainly in Europe, movements in exchange rates may result in frequent rises and falls in the Fund's share price. Exchange rate changes may cause the value of investments to go down as well as up
Important Information - For Professional Investors Only
Disclaimer
Landseer Asset Management UK LLP is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom which can be contacted at 12 Endeavour Square, London E20 1JN. Landseer is registered on the financial services register with firm reference number 951602 Landseer Asset Management (UK) LLP. Strictly Confidential. For professional investors only. Not to be distributed without approval. Past performance is not a guide to future performance. Capital is at risk. The value of investments may fall as well as rise. The material provided is for information purposes only and should not be construed as advice.
Issued by Landseer Asset Management (UK) LLP (“LAM”). LAM (FCA no. 951602)
Subject to regulatory approval, the Landseer Fund will be classified as an Article 8 Fund under the EU Sustainable Finance Disclosure Regulation (SFDR) in Q4 2021. The information provided in the ESG section of this website has been prepared on this basis but no guarantee can be provided that the Fund will be classified as an Article 8 Fund or as to the timelines in respect of the Article 8 classification.The information contained herein (the “Information”) is for the exclusive use of the intended recipient(s) and the accessing, reproducing or distributing of the Information by any other person is unauthorized and may be unlawful. LAM disclaims all liability for any loss or damage resulting from the receipt or use of the Information and does not warrant as to the completeness or accuracy of the Information. The Information does not constitute: (i) a binding legal agreement; (ii) legal, regulatory, tax, accounting, investment or other advice; (iii) an offer, recommendation or solicitation to buy or sell shares in any fund or any security, commodity, financial instrument or derivative linked to, or otherwise included in, a portfolio managed or advised by LAM; or (iv) an offer to enter into any other transaction whatsoever.
Any performance information presented represents past performance. Past performance is no guarantee of future results. LAM (partnership no. OC431777) is a limited liability partnership registered in England and Wales.
Landseer Asset Management (UK) LLP
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