QuotedData Retail - European Opportunities Trust – European winners, global exposure

Report

QuotedData Retail

European Opportunities Trust – European winners, global exposure

European Opportunities Trust (EOT) remains the most growth-focused fund in its peer group. This is at a time when there are increasing signs of this style of investing coming back into favour, as inflation remains under control and interest rates trend down. More widely, Europe seems to be coming back on to the radar of investors, not least because of the policy whiplash that has accompanied Donald Trump’s second presidency, and its impact on the US market. Nonetheless, the managers are not simply relying on a European renaissance, but are maintaining their focus on companies with global revenues.

23/09/2025 EN

Provider

QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

See profile

Other Reports from QuotedData Retail

Richard Williams

Richard Williams

Oakley Capital Investments – Southern Europe strategy plays to strengths

Oakley Capital’s recent investment activity highlights its ability to leverage its strengths in Southern Europe, where many industries are ripe for digital transformation and private equity involvement is low. A key example is Oakley’s investment in Spanish legal tech firm vLex. After investing in 2022, Oakley helped vLex develop its artificial intelligence (AI) platform and expand into the US. The company was sold for $1bn, becoming one of the few Spanish tech start-ups to reach unicorn status. This deal delivered Oakley a gross return in excess of 6 times its investment and an IRR >80%. ...

February 13, 2026 February 13, 2026 EN

James Carthew

James Carthew

Vietnam Holding – Back this horse

Vietnam has largely overcome the effects of US tariffs and is pushing ahead with reforms to support its target of double-digit annual GDP growth through to 2030. While one of Vietnam Holding (VNH)’s comparator indices rose 28% in 2025, more than half of this was due to a single company that VNH does not hold. Despite strong growth prospects, most of the Vietnamese market is still attractively priced, with VNH’s portfolio trading at a forecast P/E of just 9.5x at the end of December 2025. This is partly because foreign investors have not yet returned in force. Progress towards emerging marke...

February 12, 2026 February 12, 2026 16 EN

David Batchelor

David Batchelor

Fidelity Emerging Markets – The long and short of emerging markets

Fidelity Emerging Markets Limited (FEML) gives investors access to a wide range of emerging market shares. The managers have a flexible approach, investing in companies of all sizes and spreading investments across different countries and sectors. A key feature is the use of both long and short positions, allowing the fund to benefit from opportunities in both strong and weaker companies. Performance has been strong over the past year, supported by favourable conditions for emerging markets. The discount to net asset value (NAV) has also narrowed, and there is potential for it to reduce fur...

February 6, 2026 February 6, 2026 30 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

European Opportunities Trust – European winners, global exposure

Oakley Capital Investments – Southern Europe strategy plays to strengths

Vietnam Holding – Back this horse

Fidelity Emerging Markets – The long and short of emerging markets

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe