Review: Growth and yield from small-cap specialist
European Assets Trust (EAT) is a concentrated portfolio of small and midcapEuropean companies, chosen for their capital appreciation potential.
The manager blends stocks that have secure growth characteristics with
those that may benefit from re-rating or recovery, although all the
companies in the portfolio are likely to be conservatively financed and
cash generative. A high distribution policy adopted in 2001 means EAT
pays out 6% of its 31 December NAV as a dividend, in three instalments
spread throughout the year. This has proved popular with investors and
EAT often trades at a premium to NAV. Total returns over the past year
have been particularly strong versus benchmark, outperforming by c 18%.
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