European Equity Funds

Investing in equities essentially means buying shares in companies trading on the stock market. Equities have the potential to drive real growth in your investment portfolio and often out-perform safer investments such as cash and bonds over the long term. Investing in equities means that you can receive capital growth through potential increases in the share price, and you may also gain income from any potential dividends paid by the individual companies.

Investors looking to invest in a range of European companies may choose from the following expertly selected European Equity Funds.

The Euro-Markets Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of companies in Euro-Markets. To achieve this, it invests in the BlackRock Euro-Markets Fund.

  • An actively managed, unit-linked fund, giving you the opportunity to participate in the performance of companies in Euro-Markets.
  • Invests at least 70% of its total assets in the equity securities of companies domiciled in EU Member States participating in, or likely to join, the Economic and Monetary Union of the European Union (EMU).
  • Managed by BlackRock.
  • Risk rating: 6

The 5 Star 5 Europe Fund is a unit-linked fund, focusing on Europe and normally holding up to 50 equities in five different sectors. The fund offers investors exposure to the most attractive industries and companies across the pan-European equity universe.

  • Actively managed fund by Zurich Life.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • Select group of up to 50 equities from Europe.
  • Focus is on sector and stock selection skills.
  • Managed from the point of view of a eurozone investor.
  • Risk rating: 6

The Eurozone Equity Fund is an actively managed equity fund that seeks to maximise growth through capital gains and income from a well-diversified portfolio of eurozone equities and equity-based financial instruments.

  • Actively managed by Zurich Life.
  • Invests exclusively in eurozone equities.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • A maximum weighting of 5% above its index weighting for any one stock.
  • A maximum of 10% of the fund in any one stock.
  • Risk rating: 6

The European Select Fund (Threadneedle) aims to achieve capital growth through mainly investing in a relatively concentrated portfolio of equities of companies domiciled in Continental Europe or which have significant Continental European operations.

  • An actively managed unit-linked fund that Invests in a relatively concentrated portfolio of equities of companies domiciled in Continental Europe or which have significant Continental European operations.
  • Indicative equity exposure: 100% of the value of the fund.
  • Managed by Threadneedle Investments.
  • Risk rating: 6

The Europe ex-UK Index Fund (BlackRock) is a unit-linked index fund that aims to track the European ex-UK equity markets.

  • Passively managed against a benchmark of the MSCI Europe ex-UK Index.
  • Aims to achieve a rate of return in line with the MSCI Europe ex-UK Index.
  • Indicative equity exposure: 100% of the value of the fund.
  • Securities lending is used by BlackRock where possible, to generate additional revenue to offset administration fees. However this can increase the level of risk within the fund.
  • Risk rating: 6

The Indexed Eurozone Equity Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of companies throughout the eurozone.

  • Indicative equity exposure: 100% of the value of the fund.
  • The fund will not take any non-euro currency exposure.
  • A passively managed unit-linked fund that aims to track the performance of the MSCI EMU Index.
  • Risk rating: 6

The Small Cap Europe Fund (Pictet) is a unit-linked fund that gives you the opportunity to participate in the performance of small capitalisation companies in Europe (market cap of less than €3.5 billion). To achieve this, it invests in the Pictet Small Cap Europe Fund.

  • An actively managed unit-linked fund that gives you the opportunity to participate in the performance of small capitalisation companies in Europe.
  • Managed by Pictet.
  • Risk rating: 6

The Irish Equity Fund is an actively managed equity fund which seeks to maximise growth through capital gain and income from a diversified portfolio of Irish equities and equity based financial instruments.

  • Actively managed by Zurich Life.
  • Invests exclusively in Irish equities and equity based financial instruments.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • Managed against a benchmark of the ISEQ Index.
  • Risk rating: 6

The UK Growth Fund (M&G) is an actively managed unit-linked fund that gives you the opportunity to participate in the performance of companies in the UK. To achieve this, it invests in the M&G UK Select Fund.

  • Emphasis on finding undervalued companies with attractive growth prospects.
  • An actively managed fund that Invests at least 80% of its assets in a portfolio of shares in UK-listed companies.
  • Managed by M&G
  • Risk rating: 6

The UK Index Fund (BlackRock) is a unit-linked fund that aims to track the UK equity markets.

  • Passively managed against a benchmark of the MSCI UK Index.
  • Aims to achieve a rate of return that is in line with the MSCI UK Index.
  • Equity exposure: 100% of the value of the fund.
  • Securities lending is used by BlackRock where possible, to generate additional revenue to offset administration fees. However this can increase the level of risk within the fund.
  • Risk rating: 6

BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.

Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.

Pictet Asset Management Ltd is authorised and regulated by the Financial Conduct Authority.

M&G Securities Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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